RBO & Co’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$582K	Hold	1,500	–	–	0.09%	45
2025 Q1	$495K	Hold	1,500	–	–	0.08%	49
2024 Q4	$544K	Hold	1,500	–	–	0.09%	45
2024 Q3	$587K	Hold	1,500	–	–	0.09%	46
2024 Q2	$500K	Hold	1,500	–	–	0.09%	46
2024 Q1	$550K	Hold	1,500	–	–	0.09%	47
2023 Q4	$444K	Hold	1,500	–	–	0.08%	50
2023 Q3	$410K	Hold	1,500	–	–	0.07%	50
2023 Q2	$369K	Hold	1,500	–	–	0.06%	49
2023 Q1	$343K	Hold	1,500	–	–	0.06%	48
2022 Q4	$359K	Hold	1,500	–	–	0.06%	47
2022 Q3	$246K	Hold	1,500	–	–	0.05%	51
2022 Q2	$268K	Hold	1,500	–	–	0.05%	52
2022 Q1	$334K	Hold	1,500	–	–	0.05%	53
2021 Q4	$310K	Hold	1,500	–	–	0.05%	57
2021 Q3	$288K	Hold	1,500	–	–	0.05%	56
2021 Q2	$326K	Hold	1,500	–	–	0.06%	55
2021 Q1	$348K	Hold	1,500	–	–	0.06%	52
2020 Q4	$273K	Hold	1,500	–	–	0.05%	49
2020 Q3	$224K	Buy	+1,500	New	+$224K	0.05%	53
2017 Q1	–	Sell	-7,511	Closed	-$697K	–	50
2016 Q4	$697K	Sell	7,511 -15	-0.2%	-$1.39K	0.21%	43
2016 Q3	$668K	Hold	7,526	–	–	0.2%	42
2016 Q2	$571K	Buy	7,526 +250	+3%	+$19K	0.17%	45
2016 Q1	$557K	Sell	7,276 -12,722	-64%	-$974K	0.17%	48
2015 Q4	$1.36M	Hold	19,998	–	–	0.42%	48
2015 Q3	$1.31M	Hold	19,998	–	–	0.44%	42
2015 Q2	$1.7M	Hold	19,998	–	–	0.55%	42
2015 Q1	$1.6M	Hold	19,998	–	–	0.53%	44
2014 Q4	$1.83M	Hold	19,998	–	–	0.6%	42
2014 Q3	$1.98M	Hold	19,998	–	–	0.72%	42
2014 Q2	$2.17M	Sell	19,998 -6,946	-26%	-$755K	0.77%	44
2014 Q1	$2.68M	Sell	26,944 -8,408	-24%	-$835K	0.99%	39
2013 Q4	$3.21M	Hold	35,352	–	–	1.24%	35
2013 Q3	$2.95M	Hold	35,352	–	–	1.26%	34
2013 Q2	$2.92M	Buy	+35,352	New	+$2.92M	1.29%	35