LifePlan Financial’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$339K	Sell	873 -6	-0.7%	-$2.33K	0.28%	78
2025 Q1	$290K	Buy	+879	New	+$290K	0.25%	80