Fairway Wealth’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-342
Closed -$124K 237
2024
Q4
$124K Buy
+342
New +$124K 0.06% 70
2024
Q3
Sell
-48
Closed -$16K 146
2024
Q2
$16K Buy
+48
New +$16K 0.01% 107