J.M. Forbes & Co’s Caterpillar CAT Stock Holding History

J.M. Forbes & Co’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 Q2	$496K	Sell
2025 Q1	$525K	Sell
2024 Q4	$617K	Buy
2024 Q3	$511K	Hold
2024 Q2	$435K	Hold
2024 Q1	$479K	Hold
2023 Q4	$386K	Hold
2023 Q3	$357K	Buy