Safe Harbor Fiduciary’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$290K	Sell	747 -30	-4%	-$11.6K	0.27%	69
2025 Q1	$256K	Hold	777	–	–	0.27%	65
2024 Q4	$282K	Hold	777	–	–	0.29%	61
2024 Q3	$304K	Buy	+777	New	+$304K	0.28%	62