Taylor Hoffman Capital Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$664K Hold
1,711
0.23% 66
2025
Q1
$566K Hold
1,711
0.21% 70
2024
Q4
$621K Hold
1,711
0.23% 65
2024
Q3
$644K Buy
+1,711
New +$644K 0.25% 62