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Fairvoy Private Wealth’s Caterpillar CAT Stock Holding History

Fairvoy Private Wealth’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 		$804K Sell
2,071
-41
-2% -$15.9K 0.2% 96
2025
Q1 		$697K Buy
2,112
+20
+1% +$6.6K 0.19% 95
2024
Q4 		$759K Buy
+2,092
New +$759K 0.2% 91