Freedom Financial Partners’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$316K	Hold	813	–	–	0.13%	63
2025 Q1	$268K	Buy	813 +1	+0.1%	+$330	0.12%	64
2024 Q4	$295K	Buy	+812	New	+$295K	0.14%	60