Hopwood Financial 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	$165K	Buy	424 +1	+0.2%	+$388	0.13%	91
2025 Q1	$140K	Sell	423 -25	-6%	-$8.25K	0.11%	99
2024 Q4	$162K	Buy	+448	New	+$162K	0.12%	93