Vishria Bird Financial Group’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$624K	Hold	1,607	–	–	0.21%	48
2025 Q1	$530K	Buy	1,607 +1	+0.1%	+$330	0.18%	48
2024 Q4	$583K	Hold	1,606	–	–	0.2%	50
2024 Q3	$628K	Hold	1,606	–	–	0.24%	47
2024 Q2	$535K	Hold	1,606	–	–	0.22%	43
2024 Q1	$588K	Hold	1,606	–	–	0.25%	40
2023 Q4	$475K	Hold	1,606	–	–	0.22%	41
2023 Q3	$438K	Hold	1,606	–	–	0.25%	38
2023 Q2	$395K	Hold	1,606	–	–	0.23%	40
2023 Q1	$368K	Hold	1,606	–	–	0.24%	39
2022 Q4	$385K	Hold	1,606	–	–	0.27%	37
2022 Q3	$264K	Hold	1,606	–	–	0.18%	45
2022 Q2	$287K	Hold	1,606	–	–	0.19%	43
2022 Q1	$358K	Hold	1,606	–	–	0.2%	42
2021 Q4	$332K	Hold	1,606	–	–	0.15%	50
2021 Q3	$308K	Hold	1,606	–	–	0.16%	52
2021 Q2	$350K	Hold	1,606	–	–	0.17%	44
2021 Q1	$372K	Hold	1,606	–	–	0.21%	40
2020 Q4	$292K	Hold	1,606	–	–	0.17%	42
2020 Q3	$240K	Hold	1,606	–	–	0.15%	43
2020 Q2	$203K	Buy	+1,606	New	+$203K	0.16%	40
2020 Q1	–	Sell	-1,606	Closed	-$237K	–	42
2019 Q4	$237K	Hold	1,606	–	–	0.23%	39
2019 Q3	$203K	Hold	1,606	–	–	0.23%	46
2019 Q2	$219K	Hold	1,606	–	–	0.22%	48
2019 Q1	$218K	Hold	1,606	–	–	0.22%	46
2018 Q4	$204K	Hold	1,606	–	–	0.23%	46
2018 Q3	$245K	Hold	1,606	–	–	0.21%	44
2018 Q2	$218K	Buy	+1,606	New	+$218K	0.2%	45