Ironwood Investment Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$543K	Hold	1,400	–	–	0.26%	103
2025 Q1	$462K	Hold	1,400	–	–	0.25%	101
2024 Q4	$508K	Hold	1,400	–	–	0.25%	98
2024 Q3	$548K	Hold	1,400	–	–	0.27%	99
2024 Q2	$466K	Hold	1,400	–	–	0.25%	104
2024 Q1	$513K	Hold	1,400	–	–	0.25%	99
2023 Q4	$414K	Hold	1,400	–	–	0.22%	107
2023 Q3	$382K	Hold	1,400	–	–	0.23%	102
2023 Q2	$344K	Hold	1,400	–	–	0.2%	116
2023 Q1	$320K	Hold	1,400	–	–	0.2%	119
2022 Q4	$335K	Sell	1,400 -195	-12%	-$46.7K	0.22%	116
2022 Q3	$262K	Hold	1,595	–	–	0.18%	132
2022 Q2	$285K	Sell	1,595 -400	-20%	-$71.5K	0.19%	126
2022 Q1	$445K	Hold	1,995	–	–	0.24%	121
2021 Q4	$412K	Hold	1,995	–	–	0.2%	130
2021 Q3	$383K	Sell	1,995 -105	-5%	-$20.2K	0.2%	128
2021 Q2	$457K	Hold	2,100	–	–	0.23%	125
2021 Q1	$487K	Hold	2,100	–	–	0.26%	120
2020 Q4	$382K	Hold	2,100	–	–	0.22%	126
2020 Q3	$313K	Hold	2,100	–	–	0.22%	122
2020 Q2	$266K	Hold	2,100	–	–	0.21%	125
2020 Q1	$244K	Hold	2,100	–	–	0.24%	124
2019 Q4	$310K	Hold	2,100	–	–	0.21%	123
2019 Q3	$265K	Hold	2,100	–	–	0.2%	126
2019 Q2	$286K	Hold	2,100	–	–	0.22%	125
2019 Q1	$285K	Hold	2,100	–	–	0.23%	130
2018 Q4	$267K	Hold	2,100	–	–	0.25%	129
2018 Q3	$320K	Hold	2,100	–	–	0.22%	134
2018 Q2	$285K	Hold	2,100	–	–	0.2%	136
2018 Q1	$309K	Hold	2,100	–	–	0.23%	132
2017 Q4	$331K	Hold	2,100	–	–	0.24%	134
2017 Q3	$262K	Hold	2,100	–	–	0.18%	141
2017 Q2	$226K	Sell	2,100 -202	-9%	-$21.7K	0.16%	153
2017 Q1	$214K	Hold	2,302	–	–	0.16%	156
2016 Q4	$213K	Hold	2,302	–	–	0.16%	158
2016 Q3	$204K	Buy	+2,302	New	+$204K	0.16%	154