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Essential Planning’s Caterpillar CAT Stock Holding History

Essential Planning’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
-1,690
Closed -$655K – 106
2024
Q4 		$655K Buy
+1,690
New +$655K ﹤0.01% 252