Blankinship & Foster’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$548K	Hold	1,411	–	–	0.13%	40
2025 Q1	$465K	Hold	1,411	–	–	0.12%	43
2024 Q4	$512K	Hold	1,411	–	–	0.13%	40
2024 Q3	$552K	Hold	1,411	–	–	0.13%	38
2024 Q2	$470K	Hold	1,411	–	–	0.12%	43
2024 Q1	$517K	Buy	1,411 +34	+2%	+$12.5K	0.14%	40
2023 Q4	$407K	Hold	1,377	–	–	0.12%	43
2023 Q3	$376K	Hold	1,377	–	–	0.12%	42
2023 Q2	$339K	Hold	1,377	–	–	0.11%	44
2023 Q1	$315K	Hold	1,377	–	–	0.14%	46
2022 Q4	$330K	Hold	1,377	–	–	0.14%	46
2022 Q3	$226K	Hold	1,377	–	–	0.11%	51
2022 Q2	$246K	Hold	1,377	–	–	0.11%	49
2022 Q1	$307K	Hold	1,377	–	–	0.12%	45
2021 Q4	$285K	Hold	1,377	–	–	0.11%	46
2021 Q3	$264K	Hold	1,377	–	–	0.11%	48
2021 Q2	$300K	Hold	1,377	–	–	0.12%	47
2021 Q1	$319K	Hold	1,377	–	–	0.13%	44
2020 Q4	$251K	Hold	1,377	–	–	0.1%	46
2020 Q3	$205K	Buy	+1,377	New	+$205K	0.1%	46
2020 Q1	–	Sell	-1,477	Closed	-$218K	–	45
2019 Q4	$218K	Buy	+1,477	New	+$218K	0.12%	43
2019 Q3	–	Sell	-1,477	Closed	-$201K	–	47
2019 Q2	$201K	Hold	1,477	–	–	0.12%	45
2019 Q1	$200K	Buy	+1,477	New	+$200K	0.12%	47
2018 Q4	–	Sell	-1,477	Closed	-$225K	–	44
2018 Q3	$225K	Hold	1,477	–	–	0.14%	33
2018 Q2	$200K	Hold	1,477	–	–	0.13%	36
2018 Q1	$218K	Hold	1,477	–	–	0.14%	32
2017 Q4	$233K	Buy	+1,477	New	+$233K	0.15%	31