Yoffe Investment Management’s Caterpillar CAT Stock Holding History

Yoffe Investment 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	$1.02M	Hold
2025 Q1	$870K	Hold
2024 Q4	$957K	Buy