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ROI Financial Advisors’s Caterpillar CAT Stock Holding History

ROI Financial Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$659K Buy
1,697
+69
+4% +$26.8K 0.42% 38
2025
Q1 		$537K Buy
1,628
+759
+87% +$250K 0.39% 40
2024
Q4 		$315K Buy
869
+155
+22% +$56.2K 0.21% 51
2024
Q3 		$279K Buy
+714
New +$279K 0.19% 55