Clune & Associates’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.31M	Buy	8,515 +9	+0.1%	+$3.49K	0.9%	35
2025 Q1	$2.81M	Buy	8,506 +9	+0.1%	+$2.97K	0.86%	35
2024 Q4	$3.08M	Buy	+8,497	New	+$3.08M	1.02%	31