Houlihan Financial Resource Group’s Caterpillar CAT Stock Holding History

Houlihan Financial Resource Group’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$264K	Sell
2025 Q1	$257K	Hold
2024 Q4	$283K	Buy
2024 Q3	$295K	Buy
2024 Q2	–	Sell
2024 Q1	$276K	Hold
2023 Q4	$223K	Buy
2020 Q3	$172K	Buy