Mayfair Advisory Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
825
-19
| -2% | -$7.91K | 0.16% | 116 |
|
|
2025
Q1 | $278K | Buy |
844
+1
| +0.1% | +$330 | 0.16% | 118 |
|
|
2024
Q4 | $306K | Sell |
843
-30
| -3% | -$10.9K | 0.18% | 104 |
|
|
2024
Q3 | $347K | Buy |
873
+1
| +0.1% | +$397 | 0.22% | 90 |
|
|
2024
Q2 | $293K | Sell |
872
-83
| -9% | -$27.9K | 0.2% | 100 |
|
|
2024
Q1 | $350K | Buy |
955
+21
| +2% | +$7.69K | 0.25% | 82 |
|
|
2023
Q4 | $273K | Buy |
+934
| New | +$273K | 0.23% | 93 |
|