Obsidian Personal Planning Solutions’s Caterpillar CAT Stock Holding History

Obsidian Personal Planning Solutions’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$670K	Buy
2025 Q1	$499K	Sell
2024 Q4	$602K	Buy
2024 Q3	$582K	Sell
2024 Q2	$573K	Hold
2024 Q1	$575K	Sell
2023 Q4	$565K	Hold
2023 Q3	$521K	Hold
2023 Q2	$470K	Buy