Turtle Creek Wealth Advisors’s Caterpillar CAT Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$11.3M	Buy
2025 Q1	$8.56M	Buy
2024 Q4	$7.36M	Buy
2024 Q3	$7.87M	Buy
2024 Q2	$6.6M	Buy
2024 Q1	$6.29M	Buy
2023 Q4	$4.69M	Buy