Rice Partnership’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.52M	Buy	+3,913	New	+$1.52M	0.26%	52
2020 Q1	–	Sell	-1,309	Closed	-$193K	–	100
2019 Q4	$193K	Buy	+1,309	New	+$193K	0.11%	74