Chickasaw Capital Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$582K	Hold	1,500	–	–	0.02%	66
2025 Q1	$495K	Hold	1,500	–	–	0.02%	65
2024 Q4	$544K	Hold	1,500	–	–	0.02%	61
2024 Q3	$587K	Hold	1,500	–	–	0.03%	63
2024 Q2	$500K	Hold	1,500	–	–	0.02%	63
2024 Q1	$550K	Hold	1,500	–	–	0.03%	64
2023 Q4	$444K	Hold	1,500	–	–	0.02%	68
2023 Q3	$409K	Hold	1,500	–	–	0.02%	67
2023 Q2	$369K	Hold	1,500	–	–	0.02%	69
2023 Q1	$343K	Hold	1,500	–	–	0.02%	73
2022 Q4	$359K	Hold	1,500	–	–	0.02%	71
2022 Q3	$246K	Hold	1,500	–	–	0.01%	74
2022 Q2	$268K	Hold	1,500	–	–	0.01%	74
2022 Q1	$334K	Hold	1,500	–	–	0.01%	71
2021 Q4	$310K	Hold	1,500	–	–	0.02%	78
2021 Q3	$288K	Hold	1,500	–	–	0.01%	76
2021 Q2	$326K	Hold	1,500	–	–	0.01%	72
2021 Q1	$348K	Hold	1,500	–	–	0.02%	72
2020 Q4	$273K	Hold	1,500	–	–	0.02%	73
2020 Q3	$224K	Buy	+1,500	New	+$224K	0.02%	75
2020 Q1	–	Sell	-1,500	Closed	-$222K	–	77
2019 Q4	$222K	Buy	+1,500	New	+$222K	0.01%	82
2019 Q3	–	Sell	-1,500	Closed	-$204K	–	87
2019 Q2	$204K	Hold	1,500	–	–	0.01%	83
2019 Q1	$203K	Buy	+1,500	New	+$203K	﹤0.01%	80
2018 Q4	–	Sell	-1,500	Closed	-$229K	–	92
2018 Q3	$229K	Hold	1,500	–	–	﹤0.01%	99
2018 Q2	$204K	Hold	1,500	–	–	﹤0.01%	101
2018 Q1	$221K	Hold	1,500	–	–	0.01%	98
2017 Q4	$236K	Buy	+1,500	New	+$236K	﹤0.01%	96
2016 Q1	–	Sell	-4,825	Closed	-$328K	–	99
2015 Q4	$328K	Sell	4,825 -525	-10%	-$35.7K	0.01%	78
2015 Q3	$350K	Sell	5,350 -3,040	-36%	-$199K	0.01%	78
2015 Q2	$712K	Buy	8,390 +1,225	+17%	+$104K	0.02%	73
2015 Q1	$573K	Buy	7,165 +210	+3%	+$16.8K	0.02%	77
2014 Q4	$637K	Buy	+6,955	New	+$637K	0.02%	75