Hager Investment Management Services’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.18M	Sell	5,608 -36	-0.6%	-$14K	1.3%	28
2025 Q1	$1.86M	Sell	5,644 -143	-2%	-$47.2K	1.3%	25
2024 Q4	$2.1M	Buy	+5,787	New	+$2.1M	1.31%	24