Peavine Capital’s Caterpillar CAT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.09M	Hold	2,800	–	–	0.25%	5
2025 Q1	$923K	Hold	2,800	–	–	0.24%	4
2024 Q4	$1.02M	Hold	2,800	–	–	0.26%	4
2024 Q3	$1.1M	Hold	2,800	–	–	0.27%	4
2024 Q2	$933K	Hold	2,800	–	–	0.24%	4
2024 Q1	$1.03M	Hold	2,800	–	–	0.26%	4
2023 Q4	$828K	Hold	2,800	–	–	0.21%	4
2023 Q3	$764K	Hold	2,800	–	–	0.2%	5
2023 Q2	$689K	Hold	2,800	–	–	0.16%	6
2023 Q1	$641K	Hold	2,800	–	–	0.15%	6
2022 Q4	$671K	Hold	2,800	–	–	0.16%	6
2022 Q3	$459K	Hold	2,800	–	–	0.11%	7
2022 Q2	$501K	Hold	2,800	–	–	0.11%	7
2022 Q1	$624K	Hold	2,800	–	–	0.12%	7
2021 Q4	$579K	Hold	2,800	–	–	0.11%	8
2021 Q3	$538K	Hold	2,800	–	–	0.11%	8
2021 Q2	$609K	Hold	2,800	–	–	0.13%	6
2021 Q1	$649K	Hold	2,800	–	–	0.14%	5
2020 Q4	$510K	Hold	2,800	–	–	0.13%	7
2020 Q3	$418K	Hold	2,800	–	–	0.14%	7
2020 Q2	$354K	Hold	2,800	–	–	0.12%	7
2020 Q1	$325K	Hold	2,800	–	–	0.11%	10
2019 Q4	$414K	Hold	2,800	–	–	0.18%	9
2019 Q3	$354K	Hold	2,800	–	–	0.15%	10
2019 Q2	$382K	Hold	2,800	–	–	0.16%	9
2019 Q1	$379K	Hold	2,800	–	–	0.16%	11
2018 Q4	$483K	Sell	2,800 -1,000	-26%	-$173K	0.22%	11
2018 Q3	$579K	Hold	3,800	–	–	0.27%	12
2018 Q2	$516K	Buy	+3,800	New	+$516K	0.25%	12