Fairview Capital Investment Management’s Caterpillar CAT Stock Holding History

Fairview Capital Investment Management’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	$1.41M	Sell	3,635 -25	-0.7%	-$9.71K	0.07%	83
2025 Q1	$1.21M	Buy	3,660 +400	+12%	+$132K	0.06%	85
2024 Q4	$1.18M	Sell	3,260 -138	-4%	-$50.1K	0.06%	84
2024 Q3	$1.33M	Sell	3,398 -30	-0.9%	-$11.7K	0.07%	84
2024 Q2	$1.14M	Sell	3,428 -100	-3%	-$33.3K	0.06%	86
2024 Q1	$1.29M	Sell	3,528 -100	-3%	-$36.6K	0.07%	88
2023 Q4	$1.07M	Sell	3,628 -40	-1%	-$11.8K	0.06%	85
2023 Q3	$1M	Hold	3,668	–	–	0.06%	86
2023 Q2	$903K	Hold	3,668	–	–	0.06%	88
2023 Q1	$839K	Sell	3,668 -400	-10%	-$91.5K	0.05%	90
2022 Q4	$975K	Sell	4,068 -44	-1%	-$10.5K	0.07%	88
2022 Q3	$674K	Hold	4,112	–	–	0.05%	86
2022 Q2	$735K	Hold	4,112	–	–	0.05%	86
2022 Q1	$916K	Hold	4,112	–	–	0.06%	79
2021 Q4	$850K	Sell	4,112 -80	-2%	-$16.5K	0.05%	82
2021 Q3	$804K	Buy	4,192 +28	+0.7%	+$5.37K	0.05%	81
2021 Q2	$906K	Hold	4,164	–	–	0.06%	78
2021 Q1	$965K	Sell	4,164 -771	-16%	-$179K	0.03%	108
2020 Q4	$898K	Sell	4,935 -456	-8%	-$83K	0.04%	97
2020 Q3	$804K	Hold	5,391	–	–	0.04%	95
2020 Q2	$681K	Hold	5,391	–	–	0.03%	94
2020 Q1	$625K	Hold	5,391	–	–	0.04%	94
2019 Q4	$796K	Sell	5,391 -69	-1%	-$10.2K	0.04%	95
2019 Q3	$689K	Hold	5,460	–	–	0.03%	100
2019 Q2	$744K	Hold	5,460	–	–	0.04%	98
2019 Q1	$739K	Sell	5,460 -100	-2%	-$13.5K	0.04%	97
2018 Q4	$706K	Sell	5,560 -80	-1%	-$10.2K	0.04%	93
2018 Q3	$860K	Hold	5,640	–	–	0.05%	80
2018 Q2	$765K	Hold	5,640	–	–	0.04%	75
2018 Q1	$831K	Sell	5,640 -300	-5%	-$44.2K	0.05%	74
2017 Q4	$936K	Sell	5,940 -194	-3%	-$30.6K	0.06%	70
2017 Q3	$765K	Buy	6,134 +900	+17%	+$112K	0.05%	72
2017 Q2	$562K	Hold	5,234	–	–	0.04%	77
2017 Q1	$486K	Hold	5,234	–	–	0.03%	70
2016 Q4	$485K	Hold	5,234	–	–	0.04%	70
2016 Q3	$465K	Hold	5,234	–	–	0.04%	65
2016 Q2	$397K	Hold	5,234	–	–	0.03%	64
2016 Q1	$401K	Hold	5,234	–	–	0.03%	65
2015 Q4	$356K	Hold	5,234	–	–	0.03%	63
2015 Q3	$342K	Sell	5,234 -1,100	-17%	-$71.9K	0.03%	59
2015 Q2	$537K	Hold	6,334	–	–	0.04%	56
2015 Q1	$507K	Hold	6,334	–	–	0.04%	60
2014 Q4	$580K	Sell	6,334 -107	-2%	-$9.8K	0.05%	62
2014 Q3	$638K	Hold	6,441	–	–	0.05%	59
2014 Q2	$700K	Hold	6,441	–	–	0.06%	62
2014 Q1	$640K	Hold	6,441	–	–	0.05%	60
2013 Q4	$585K	Sell	6,441 -112	-2%	-$10.2K	0.05%	60
2013 Q3	$547K	Hold	6,553	–	–	0.05%	58
2013 Q2	$541K	Buy	+6,553	New	+$541K	0.06%	58