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Cannon Advisors’s Caterpillar CAT Stock Holding History

Cannon Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.41M Sell
8,791
-141
-2% -$54.7K 2.75% 12
2025
Q1 		$2.95M Sell
8,932
-283
-3% -$93.3K 2.71% 13
2024
Q4 		$3.34M Sell
9,215
-261
-3% -$94.7K 2.84% 13
2024
Q3 		$3.71M Buy
+9,476
New +$3.71M 3.03% 9