Baron Silver Stevens Financial 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	$328K	Buy	846 +63	+8%	+$24.5K	0.05%	100
2025 Q1	$258K	Buy	783 +10	+1%	+$3.3K	0.05%	101
2024 Q4	$280K	Buy	+773	New	+$280K	0.05%	97
2021 Q1	–	Sell	-323	Closed	-$58K	–	109
2020 Q4	$58K	Buy	+323	New	+$58K	0.02%	128