Coordinated Financial Services’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-646	Closed	-$213K	–	150
2025 Q1	$213K	Buy	646 +1	+0.2%	+$330	0.16%	133
2024 Q4	$234K	Buy	+645	New	+$234K	0.18%	124
2024 Q2	$219K	Hold	657	–	–	0.19%	123
2024 Q1	$241K	Buy	+657	New	+$241K	0.21%	111