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Roxbury Financial’s Caterpillar CAT Stock Holding History

Roxbury Financial’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 		$1.27M Sell
3,280
-48
-1% -$18.6K 1.24% 23
2025
Q1 		$1.14M Sell
3,328
-18
-0.5% -$6.19K 1.12% 24
2024
Q4 		$1.36M Buy
+3,346
New +$1.36M 1.31% 22