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UHLMANN PRICE SECURITIES’s Caterpillar CAT Stock Holding History

UHLMANN PRICE SECURITIES’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$283K Buy
730
+75
+11% +$29.1K 0.2% 123
2025
Q1 		$216K Hold
655
– – 0.16% 152
2024
Q4 		$238K Hold
655
– – 0.18% 134
2024
Q3 		$256K Buy
+655
New +$256K 0.2% 131