U.S. Global Investors (USGI)’s Caterpillar CAT Stock Holding History

U.S. Global Investors (USGI)’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$573K	Buy
2020 Q2	–	Sell
2020 Q1	$351K	Buy
2015 Q2	–	Sell
2015 Q1	$232K	Sell
2014 Q4	$2.65M	Buy