Elevation Point Wealth Partners LLC Trims Stake in Caterpillar Inc. (NYSE:CAT)

Elevation Point Wealth Partners LLC reduced its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 10.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,739 shares of the industrial products company’s stock after selling 194 shares during the quarter. Elevation Point Wealth […]

Jun 16, 2025 - 09:44
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Elevation Point Wealth Partners LLC Trims Stake in Caterpillar Inc. (NYSE:CAT)
Elevation Point Wealth Partners LLC reduced its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 10.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,739 shares of the industrial products company’s stock after selling 194 shares during the quarter. Elevation Point Wealth […]