Financial Partners Group (Kansas)’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.15M	Sell	1,625 -25	-2%	-$17.3K	0.14%	79
2025 Q4	$1.08M	Buy	1,650 +74	+5%	+$41.1K	0.13%	84
2025 Q3	$752K	Buy	1,576 +140	+10%	+$59.8K	0.09%	101
2025 Q2	$558K	Sell	1,436 -92	-6%	-$30.7K	0.08%	114
2025 Q1	$504K	Buy	1,528 +1	+0.1%	+$356	0.08%	109
2024 Q4	$554K	Buy	1,527 +22	+1%	+$8.53K	0.08%	97
2024 Q3	$589K	Sell	1,505 -10	-0.7%	-$3.45K	0.09%	95
2024 Q2	$505K	Buy	1,515 +53	+4%	+$18.4K	0.08%	102
2024 Q1	$536K	Buy	1,462 +11	+0.8%	+$3.52K	0.09%	95
2023 Q4	$429K	Buy	1,451 +2	+0.1%	+$519	0.08%	103
2023 Q3	$339K	Sell	1,449 -39	-3%	-$10.6K	0.07%	113
2023 Q2	$411K	Buy	1,488 +2	+0.1%	+$446	0.08%	103
2023 Q1	$340K	Sell	1,486 -75	-5%	-$18.1K	0.08%	113
2022 Q4	$387K	Buy	1,561 +173	+12%	+$37.7K	0.09%	107
2022 Q3	$228K	Sell	1,388 -54	-4%	-$9.86K	0.06%	132
2022 Q2	$258K	Buy	1,442 +1	+0.1%	+$211	0.06%	119
2022 Q1	$321K	Sell	1,441 -57	-4%	-$12K	0.07%	125
2021 Q4	$302K	Sell	1,498 -38	-2%	-$7.65K	0.07%	132
2021 Q3	$295K	Buy	1,536 +140	+10%	+$29.2K	0.07%	131
2021 Q2	$304K	Buy	1,396 +499	+56%	+$115K	0.08%	120
2021 Q1	$208K	Buy	+897	New	+$186K	0.06%	138