Hibernia 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 Q2	$256K	Buy	+661	New	+$256K	0.08%	85
2024 Q4	–	Sell	-549	Closed	-$215K	–	65
2024 Q3	$215K	Buy	+549	New	+$215K	0.06%	115
2023 Q4	–	Sell	-272	Closed	-$74.2K	–	107
2023 Q3	$74.2K	Buy	+272	New	+$74.2K	0.06%	80