Fox Hill Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
3,270
+110
| +3% | +$42.7K | 0.65% | 45 |
|
|
2025
Q1 | $1.04M | Buy |
3,160
+1,907
| +152% | +$629K | 0.62% | 51 |
|
|
2024
Q4 | $455K | Sell |
1,253
-5,820
| -82% | -$2.11M | 0.26% | 68 |
|
|
2024
Q3 | $2.77M | Sell |
7,073
-85
| -1% | -$33.2K | 1.52% | 16 |
|
|
2024
Q2 | $2.38M | Buy |
7,158
+4,850
| +210% | +$1.62M | 1.46% | 17 |
|
|
2024
Q1 | $846K | Buy |
2,308
+330
| +17% | +$121K | 0.57% | 49 |
|
|
2023
Q4 | $585K | Buy |
+1,978
| New | +$585K | 0.45% | 58 |
|