Victrix Investment Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.36M Buy
6,078
+281
+5% +$109K 1.04% 33
2025
Q1
$1.9M Buy
5,797
+36
+0.6% +$11.8K 1% 36
2024
Q4
$2.09M Buy
+5,761
New +$2.09M 1.51% 25