Magnolia Capital Advisors’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$368K	Buy	949 +60	+7%	+$23.3K	0.09%	178
2025 Q1	$293K	Sell	889 -50	-5%	-$16.5K	0.08%	193
2024 Q4	$341K	Buy	939 +109	+13%	+$39.6K	0.09%	184
2024 Q3	$325K	Buy	830 +85	+11%	+$33.2K	0.16%	114
2024 Q2	$248K	Buy	+745	New	+$248K	0.14%	109