Waterford Advisors’s Caterpillar CAT Stock Holding History

Waterford Advisors’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 Q3	$435K	Sell
2025 Q2	$340K	Buy
2025 Q1	$289K	Hold
2024 Q4	$318K	Hold
2024 Q3	$343K	Hold
2024 Q2	$292K	Hold
2024 Q1	$321K	Hold
2023 Q4	$259K	Buy