Heritage Wealth Partners’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-720	Closed	-$261K	–	67
2024 Q4	$261K	Sell	720 -923	-56%	-$335K	0.33%	55
2024 Q3	$643K	Sell	1,643 -279	-15%	-$109K	0.76%	34
2024 Q2	$640K	Buy	+1,922	New	+$640K	0.93%	26