Centerpoint 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	$83K	Hold	215	–	–	0.03%	124
2025 Q1	$71K	Hold	215	–	–	0.03%	139
2024 Q4	$78K	Sell	215 -125	-37%	-$45.3K	0.03%	142
2024 Q3	$133K	Hold	340	–	–	0.05%	109
2024 Q2	$113K	Hold	340	–	–	0.04%	117
2024 Q1	$125K	Hold	340	–	–	0.05%	103
2023 Q4	$101K	Hold	340	–	–	0.04%	112
2023 Q3	$93K	Hold	340	–	–	0.04%	123
2023 Q2	$84K	Hold	340	–	–	0.03%	133
2023 Q1	$78K	Hold	340	–	–	0.03%	135
2022 Q4	$81K	Hold	340	–	–	0.04%	125
2022 Q3	$56K	Sell	340 -150	-31%	-$24.7K	0.03%	127
2022 Q2	$88K	Buy	490 +150	+44%	+$26.9K	0.04%	115
2022 Q1	$76K	Hold	340	–	–	0.03%	126
2021 Q4	$70K	Hold	340	–	–	0.03%	117
2021 Q3	$65K	Sell	340 -67	-16%	-$12.8K	0.03%	116
2021 Q2	$89K	Buy	407 +67	+20%	+$14.7K	0.04%	112
2021 Q1	$79K	Hold	340	–	–	0.05%	88
2020 Q4	$62K	Hold	340	–	–	0.04%	91
2020 Q3	$51K	Hold	340	–	–	0.04%	87
2020 Q2	$43K	Hold	340	–	–	0.03%	86
2020 Q1	$39K	Sell	340 -144	-30%	-$16.5K	0.04%	82
2019 Q4	$71K	Hold	484	–	–	0.05%	82
2019 Q3	$61K	Hold	484	–	–	0.05%	88
2019 Q2	$66K	Hold	484	–	–	0.05%	85
2019 Q1	$66K	Hold	484	–	–	0.06%	84
2018 Q4	$62K	Hold	484	–	–	0.06%	85
2018 Q3	$74K	Sell	484 -56	-10%	-$8.56K	0.06%	78
2018 Q2	$73K	Buy	540 +73	+16%	+$9.87K	0.06%	82
2018 Q1	$69K	Buy	467 +215	+85%	+$31.8K	0.06%	79
2017 Q4	$40K	Buy	+252	New	+$40K	0.04%	83