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ERn Financial LLC’s Caterpillar CAT Stock Holding History

ERn Financial LLC’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-645
Closed -$234K – 184
2024
Q4 		$234K Buy
645
+82
+15% +$29.7K 0.04% 179
2024
Q3 		$220K Buy
+563
New +$220K 0.03% 178