Financial Insights’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$200K	Buy	+516	New	+$200K	0.07%	125
2021 Q3	–	Sell	-389	Closed	-$847K	–	96
2021 Q2	$847K	Buy	+389	New	+$847K	0.07%	123