Elser Financial Planning’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$501K	Sell	1,291 -35	-3%	-$13.6K	0.63%	32
2025 Q1	$437K	Sell	1,326 -8	-0.6%	-$2.64K	0.61%	32
2024 Q4	$484K	Buy	1,334 +19	+1%	+$6.89K	0.03%	59
2024 Q3	$514K	Buy	1,315 +15	+1%	+$5.87K	0.75%	25
2024 Q2	$433K	Buy	+1,300	New	+$433K	0.07%	60