CFC Planning Company’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.32M	Buy	5,982 +784	+15%	+$304K	2.19%	14
2025 Q1	$1.71M	Buy	5,198 +357	+7%	+$118K	1.88%	22
2024 Q4	$1.76M	Buy	+4,841	New	+$1.76M	1.88%	26