Gifford Fong Associates’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.03M	Hold	7,800	–	–	0.7%	46
2025 Q1	$2.57M	Hold	7,800	–	–	0.64%	57
2024 Q4	$2.83M	Hold	7,800	–	–	0.69%	49
2024 Q3	$3.05M	Hold	7,800	–	–	0.76%	40
2024 Q2	$2.6M	Hold	7,800	–	–	0.69%	45
2024 Q1	$2.86M	Hold	7,800	–	–	0.79%	40
2023 Q4	$2.31M	Hold	7,800	–	–	0.49%	55
2023 Q3	$2.13M	Hold	7,800	–	–	0.51%	56
2023 Q2	$1.92M	Hold	7,800	–	–	0.45%	62
2023 Q1	$1.79M	Hold	7,800	–	–	0.47%	66
2022 Q4	$1.87M	Hold	7,800	–	–	0.43%	64
2022 Q3	$1.28M	Hold	7,800	–	–	0.32%	72
2022 Q2	$1.39M	Hold	7,800	–	–	0.32%	75
2022 Q1	$1.74M	Hold	7,800	–	–	0.32%	72
2021 Q4	$1.61M	Hold	7,800	–	–	0.28%	77
2021 Q3	$1.5M	Hold	7,800	–	–	0.29%	78
2021 Q2	$1.7M	Hold	7,800	–	–	0.33%	76
2021 Q1	$1.81M	Hold	7,800	–	–	0.39%	68
2020 Q4	$1.42M	Hold	7,800	–	–	0.33%	74
2020 Q3	$1.16M	Hold	7,800	–	–	0.31%	71
2020 Q2	$987K	Hold	7,800	–	–	0.3%	75
2020 Q1	$905K	Hold	7,800	–	–	0.33%	73
2019 Q4	$1.15M	Hold	7,800	–	–	0.34%	71
2019 Q3	$985K	Hold	7,800	–	–	0.32%	78
2019 Q2	$1.06M	Hold	7,800	–	–	0.36%	74
2019 Q1	$1.06M	Hold	7,800	–	–	0.35%	73
2018 Q4	$991K	Hold	7,800	–	–	0.37%	72
2018 Q3	$1.19M	Hold	7,800	–	–	0.38%	71
2018 Q2	$1.06M	Buy	+7,800	New	+$1.06M	0.37%	70