Gallagher Fiduciary Advisors’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	$382K	Sell	539 -104	-16%	-$72K	0.01%	217
2025 Q4	$368K	Sell	643 -33	-5%	-$18.3K	0.01%	237
2025 Q3	$323K	Sell	676 -116	-15%	-$49.5K	0.01%	241
2025 Q2	$307K	Buy	792 +2	+0.3%	+$667	0.01%	251
2025 Q1	$260K	Buy	790 +74	+10%	+$26.4K	0.01%	256
2024 Q4	$260K	Buy	716 +129	+22%	+$50K	0.05%	240
2024 Q3	$230K	Buy	+587	New	+$203K	0.05%	235
2024 Q2	–	Sell	-601	Closed	-$220K	–	260
2024 Q1	$220K	Sell	601 -503	-46%	-$161K	0.01%	175
2023 Q4	$326K	Buy	1,104 +83	+8%	+$21.5K	0.01%	134
2023 Q3	$279K	Sell	1,021 -121	-11%	-$32.8K	0.02%	135
2023 Q2	$281K	Sell	1,142 -81	-7%	-$18.1K	0.02%	170
2023 Q1	$281K	Buy	+1,223	New	+$296K	0.02%	156