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OFC Financial Planning’s Caterpillar CAT Stock Holding History

OFC Financial Planning’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$658K Hold
1,695
– – 0.7% 36
2025
Q1 		$559K Hold
1,695
– – 0.63% 37
2024
Q4 		$615K Buy
+1,695
New +$615K 0.65% 35