Pacific Center for Financial Services’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$267K	Buy	688 +3	+0.4%	+$1.16K	0.07%	80
2025 Q1	$226K	Buy	685 +2	+0.3%	+$660	0.06%	88
2024 Q4	$248K	Buy	683 +3	+0.4%	+$1.09K	0.06%	79
2024 Q3	$266K	Buy	680 +2	+0.3%	+$783	0.07%	70
2024 Q2	$226K	Buy	678 +3	+0.4%	+$999	0.06%	77
2024 Q1	$248K	Buy	675 +2	+0.3%	+$733	0.07%	71
2023 Q4	$199K	Buy	673 +3	+0.4%	+$887	0.06%	78
2023 Q3	$183K	Buy	670 +3	+0.4%	+$819	0.06%	79
2023 Q2	$164K	Buy	667 +4	+0.6%	+$984	0.05%	91
2023 Q1	$152K	Buy	+663	New	+$152K	0.05%	95
2022 Q3	$108K	Buy	657 +3	+0.5%	+$493	0.04%	106
2022 Q2	$117K	Buy	654 +4	+0.6%	+$716	0.05%	105
2022 Q1	$145K	Sell	650 -2	-0.3%	-$446	0.05%	95
2021 Q4	$135K	Buy	652 +3	+0.5%	+$621	0.05%	102
2021 Q3	$125K	Buy	649 +3	+0.5%	+$578	0.05%	96
2021 Q2	$141K	Buy	646 +3	+0.5%	+$655	0.06%	86
2021 Q1	$149K	Buy	643 +2	+0.3%	+$463	0.07%	80
2020 Q4	$117K	Buy	641 +576	+886%	+$105K	0.04%	88
2020 Q3	$10K	Hold	65	–	–	﹤0.01%	213
2020 Q2	$8K	Hold	65	–	–	﹤0.01%	210
2020 Q1	$8K	Hold	65	–	–	0.01%	199
2019 Q4	$10K	Hold	65	–	–	﹤0.01%	209
2019 Q3	$8K	Hold	65	–	–	﹤0.01%	226
2019 Q2	$9K	Hold	65	–	–	﹤0.01%	220
2019 Q1	$9K	Hold	65	–	–	﹤0.01%	222
2018 Q4	$8K	Hold	65	–	–	﹤0.01%	225
2018 Q3	$10K	Hold	65	–	–	﹤0.01%	216
2018 Q2	$9K	Hold	65	–	–	0.01%	207
2018 Q1	$10K	Hold	65	–	–	0.01%	199
2017 Q4	$10K	Hold	65	–	–	0.01%	201
2017 Q3	$8K	Hold	65	–	–	0.01%	207
2017 Q2	$7K	Hold	65	–	–	﹤0.01%	217
2017 Q1	$6K	Hold	65	–	–	﹤0.01%	218
2016 Q4	$6K	Buy	+65	New	+$6K	﹤0.01%	222