VisionPoint Advisory Group’s Caterpillar CAT Stock Holding History

VisionPoint Advisory Group’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 Q3	$774K	Buy
2025 Q2	$612K	Buy
2025 Q1	$446K	Sell
2024 Q4	$493K	Sell
2024 Q3	$544K	Sell
2024 Q2	$480K	Sell
2024 Q1	$544K	Sell
2023 Q4	$456K	Sell
2023 Q3	$555K	Buy
2023 Q2	$440K	Buy