Capital & Planning LLC’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.73M	Sell	7,045 -74	-1%	-$28.7K	1.86%	15
2025 Q1	$2.35M	Buy	7,119 +395	+6%	+$130K	1.74%	14
2024 Q4	$2.44M	Buy	+6,724	New	+$2.44M	1.78%	14