Meridian Financial Partners’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$891K	Buy	1,229 +14	+1%	+$9.7K	0.34%	61
2025 Q4	$784K	Buy	1,215 +11	+0.9%	+$6.11K	0.31%	61
2025 Q3	$605K	Buy	1,204 +10	+0.8%	+$4.27K	0.25%	64
2025 Q2	$464K	Hold	1,194	–	–	0.22%	71
2025 Q1	$394K	Buy	1,194 +200	+20%	+$71.2K	0.2%	75
2024 Q4	$361K	Hold	994	–	–	0.19%	74
2024 Q3	$389K	Sell	994 -14	-1%	-$4.83K	0.2%	76
2024 Q2	$359K	Buy	+1,008	New	+$350K	0.21%	62
2023 Q3	–	Sell	-1,106	Closed	-$289K	–	53
2023 Q2	$289K	Buy	+1,106	New	+$247K	0.17%	67
2022 Q3	–	Sell	-3,990	Closed	-$739K	–	48
2022 Q2	$739K	Buy	+3,990	New	+$841K	0.5%	48
2022 Q1	–	Sell	-3,367	Closed	-$746K	–	48
2021 Q4	$746K	Buy	3,367 +1,807	+116%	+$364K	0.5%	43
2021 Q3	$295K	Buy	+1,560	New	+$325K	0.2%	69