HGA

Hobbs Group Advisors’s Caterpillar CAT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-280	Closed	-$110K	–	224
2024 Q3	$110K	Buy	280 +21	+8%	+$8.21K	0.04%	191
2024 Q2	$86.3K	Buy	+259	New	+$86.3K	0.03%	200
2023 Q4	$61.8K	Buy	+209	New	+$61.8K	0.03%	188