Foster Victor Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
870
+12
| +1% | +$4.83K | 0.02% | 161 |
|
|
2025
Q1 | $252K | Buy |
858
+12
| +1% | +$3.52K | 0.02% | 171 |
|
|
2024
Q4 | $327K | Buy |
846
+35
| +4% | +$13.5K | 0.03% | 152 |
|
|
2024
Q3 | $321K | Sell |
811
-92
| -10% | -$36.4K | 0.03% | 152 |
|
|
2024
Q2 | $326K | Buy |
903
+127
| +16% | +$45.8K | 0.03% | 149 |
|
|
2024
Q1 | $289K | Sell |
776
-28
| -3% | -$10.4K | 0.03% | 145 |
|
|
2023
Q4 | $235K | Buy |
804
+6
| +0.8% | +$1.75K | 0.02% | 149 |
|
|
2023
Q3 | $212K | Sell |
798
-226
| -22% | -$60.1K | 0.02% | 149 |
|
|
2023
Q2 | $251K | Buy |
+1,024
| New | +$251K | 0.03% | 138 |
|