Taylor Financial Group’s Caterpillar CAT Stock Holding History

Taylor Financial Group’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 Q3	$849K	Hold
2025 Q2	$691K	Sell
2025 Q1	$595K	Hold
2024 Q4	$655K	Hold
2024 Q3	$706K	Hold
2024 Q2	$601K	Hold
2024 Q1	$661K	Hold
2023 Q4	$534K	Buy