Rossby Financial’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
3,441
+44
+1% +$17.1K 0.49% 36
2025
Q1
$1.04M Buy
3,397
+2,214
+187% +$678K 0.44% 40
2024
Q4
$429K Buy
+1,183
New +$429K 0.27% 95