Hyperion Capital Advisors’s Caterpillar CAT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-720	Closed	-$261K	–	68
2024 Q4	$261K	Hold	720	–	–	0.13%	71
2024 Q3	$282K	Buy	+720	New	+$282K	0.13%	68