Investor's Fiduciary Advisor Network’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.97M	Buy	+10,220	New	+$3.97M	1.47%	10
2025 Q1	–	Sell	-10,205	Closed	-$3.7M	–	172
2024 Q4	$3.7M	Buy	+10,205	New	+$3.7M	1.42%	11