Wakefield Asset Management’s Caterpillar CAT Stock Holding History

Wakefield Asset Management’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	$214K	Buy
2024 Q4	–	Sell
2024 Q3	$4.38M	Sell
2024 Q2	$3.74M	Sell
2024 Q1	$4.44M	Sell
2023 Q4	$3.95M	Buy
2023 Q3	$3.16M	Sell
2023 Q2	$2.96M	Sell
2023 Q1	$2.89M	Buy
2022 Q4	$3.03M	Buy