AssuredPartners 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	$272K	Sell	701 -37	-5%	-$14.4K	0.07%	201
2025 Q1	$244K	Buy	738 +55	+8%	+$18.1K	0.05%	288
2024 Q4	$248K	Buy	+683	New	+$248K	0.05%	297