Foster Dykema Cabot & Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
984
| – | – | 0.03% | 89 |
|
|
2025
Q1 | $325K | Sell |
984
-4
| -0.4% | -$1.32K | 0.03% | 95 |
|
|
2024
Q4 | $358K | Hold |
988
| – | – | 0.03% | 95 |
|
|
2024
Q3 | $386K | Buy |
988
+119
| +14% | +$46.5K | 0.03% | 88 |
|
|
2024
Q2 | $289K | Hold |
869
| – | – | 0.03% | 82 |
|
|
2024
Q1 | $318K | Sell |
869
-1
| -0.1% | -$366 | 0.03% | 80 |
|
|
2023
Q4 | $257K | Buy |
+870
| New | +$257K | 0.03% | 78 |
|