Capital Insight Partners’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$725K	Sell	1,868 -50	-3%	-$19.4K	0.13%	114
2025 Q1	$633K	Buy	1,918 +63	+3%	+$20.8K	0.11%	123
2024 Q4	$673K	Buy	+1,855	New	+$673K	0.12%	123
2015 Q3	–	Sell	-23,465	Closed	-$1.99M	–	54
2015 Q2	$1.99M	Buy	+23,465	New	+$1.99M	1.68%	31