Briaud Financial Planning’s Caterpillar CAT Stock Holding History

Briaud Financial Planning’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$173K	Hold
2025 Q1	$147K	Hold
2024 Q4	$161K	Buy
2024 Q3	$169K	Hold
2024 Q2	$144K	Hold
2024 Q1	$159K	Buy
2023 Q4	–	Sell
2023 Q3	$118K	Buy