Fairfield Financial Advisors’s Caterpillar CAT Stock Holding History

Fairfield Financial Advisors’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.56M	Sell
2025 Q2	$2.93M	Sell
2025 Q1	$2.95M	Buy
2024 Q4	$2.64M	Buy
2024 Q3	$2.31M	Buy
2024 Q2	$1.84M	Buy
2023 Q4	$425K	Buy
2023 Q3	$112K	Buy