Bay Capital Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$438K Sell
1,128
-3
-0.3% -$1.17K 0.33% 69
2025
Q1
$373K Sell
1,131
-150
-12% -$49.5K 0.31% 71
2024
Q4
$465K Buy
+1,281
New +$465K 0.37% 64