YIM
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Yoffe Investment Management’s Caterpillar CAT Stock Holding History

Yoffe Investment Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.02M Hold
2,637
– – 1.4% 15
2025
Q1 		$870K Hold
2,637
– – 1.28% 18
2024
Q4 		$957K Buy
+2,637
New +$957K 1.42% 16