Fairfield Financial 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 | $2.93M | Sell |
7,545
-1,414
| -16% | -$549K | 1.03% | 26 |
|
|
2025
Q1 | $2.95M | Buy |
8,959
+1,686
| +23% | +$556K | 1.11% | 20 |
|
|
2024
Q4 | $2.64M | Buy |
7,273
+1,361
| +23% | +$494K | 0.93% | 21 |
|
|
2024
Q3 | $2.31M | Buy |
5,912
+397
| +7% | +$155K | 0.79% | 26 |
|
|
2024
Q2 | $1.84M | Buy |
+5,515
| New | +$1.84M | 0.54% | 31 |
|
|
2023
Q4 | $425K | Buy |
1,438
+1,029
| +252% | +$304K | 0.16% | 52 |
|
|
2023
Q3 | $112K | Buy |
+409
| New | +$112K | 0.05% | 91 |
|