BankPlus Trust Department’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.41M	Buy	6,212 +1,325	+27%	+$514K	0.71%	28
2025 Q1	$1.61M	Buy	4,887 +74	+2%	+$24.4K	0.54%	44
2024 Q4	$1.75M	Buy	+4,813	New	+$1.75M	0.57%	38