WBI Investments’s Caterpillar CAT Stock Holding History

WBI Investments’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	$236K	Buy
2024 Q2	–	Sell
2024 Q1	$1.11M	Buy
2023 Q4	–	Sell
2023 Q3	$2.34M	Buy
2023 Q2	$1.43M	Buy
2019 Q3	–	Sell
2019 Q2	$4.64M	Buy
2018 Q1	–	Sell
2017 Q4	$6.14M	Sell
2017 Q3	$6.75M	Buy