Disciplined Investments’s Caterpillar CAT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$304K	Sell	783 -4	-0.5%	-$1.55K	0.13%	102
2025 Q1	$259K	Buy	787 +2	+0.3%	+$659	0.12%	114
2024 Q4	$285K	Buy	785 +6	+0.8%	+$2.18K	0.14%	105
2024 Q3	$305K	Sell	779 -9	-1%	-$3.52K	0.15%	101
2024 Q2	$262K	Buy	788 +9	+1%	+$3K	0.14%	110
2024 Q1	$285K	Buy	779 +1	+0.1%	+$366	0.16%	104
2023 Q4	$230K	Hold	778	–	–	0.13%	100
2023 Q3	$212K	Buy	778 +2	+0.3%	+$546	0.13%	102
2023 Q2	$191K	Sell	776 -6	-0.8%	-$1.48K	0.1%	112
2023 Q1	$179K	Buy	782 +9	+1%	+$2.06K	0.08%	133
2022 Q4	$185K	Sell	773 -11	-1%	-$2.64K	0.09%	117
2022 Q3	$129K	Sell	784 -2	-0.3%	-$329	0.06%	141
2022 Q2	$141K	Buy	786 +9	+1%	+$1.62K	0.06%	138
2022 Q1	$173K	Buy	777 +37	+5%	+$8.24K	0.07%	130
2021 Q4	$153K	Hold	740	–	–	0.07%	122
2021 Q3	$142K	Hold	740	–	–	0.07%	120
2021 Q2	$161K	Buy	740 +200	+37%	+$43.5K	0.08%	118
2021 Q1	$125K	Hold	540	–	–	0.07%	121
2020 Q4	$98K	Hold	540	–	–	0.07%	112
2020 Q3	$81K	Hold	540	–	–	0.06%	126
2020 Q2	$68K	Hold	540	–	–	0.05%	142
2020 Q1	$63K	Hold	540	–	–	0.06%	135
2019 Q4	$80K	Buy	+540	New	+$80K	0.07%	131