Foster Victor Wealth Advisors’s Caterpillar CAT Stock Holding History

Foster Victor Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$548K	Buy
2025 Q2	$350K	Buy
2025 Q1	$252K	Buy
2024 Q4	$327K	Buy
2024 Q3	$321K	Sell
2024 Q2	$326K	Buy
2024 Q1	$289K	Sell
2023 Q4	$235K	Buy
2023 Q3	$212K	Sell
2023 Q2	$251K	Buy