White Lighthouse Investment Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$986K	Sell	2,541 -500	-16%	-$194K	0.16%	70
2025 Q1	$1M	Buy	3,041 +490	+19%	+$162K	0.18%	69
2024 Q4	$925K	Sell	2,551 -20	-0.8%	-$7.26K	0.16%	68
2024 Q3	$1.01M	Hold	2,571	–	–	0.18%	67
2024 Q2	$856K	Hold	2,571	–	–	0.17%	69
2024 Q1	$942K	Hold	2,571	–	–	0.19%	66
2023 Q4	$760K	Hold	2,571	–	–	0.17%	72
2023 Q3	$702K	Hold	2,571	–	–	0.17%	73
2023 Q2	$633K	Sell	2,571 -1,500	-37%	-$369K	0.15%	75
2023 Q1	$932K	Buy	4,071 +500	+14%	+$114K	0.23%	63
2022 Q4	$855K	Hold	3,571	–	–	0.23%	65
2022 Q3	$586K	Hold	3,571	–	–	0.17%	70
2022 Q2	$638K	Sell	3,571 -3	-0.1%	-$536	0.18%	69
2022 Q1	$796K	Hold	3,574	–	–	0.2%	66
2021 Q4	$739K	Buy	3,574 +3	+0.1%	+$620	0.18%	67
2021 Q3	$686K	Hold	3,571	–	–	0.18%	69
2021 Q2	$777K	Sell	3,571 -29	-0.8%	-$6.31K	0.21%	66
2021 Q1	$835K	Sell	3,600 -100	-3%	-$23.2K	0.26%	62
2020 Q4	$673K	Hold	3,700	–	–	0.21%	68
2020 Q3	$552K	Hold	3,700	–	–	0.19%	71
2020 Q2	$468K	Hold	3,700	–	–	0.17%	79
2020 Q1	$429K	Hold	3,700	–	–	0.18%	81
2019 Q4	$546K	Hold	3,700	–	–	0.2%	76
2019 Q3	$467K	Hold	3,700	–	–	0.19%	80
2019 Q2	$504K	Hold	3,700	–	–	0.21%	79
2019 Q1	$501K	Hold	3,700	–	–	0.23%	74
2018 Q4	$470K	Hold	3,700	–	–	0.26%	73
2018 Q3	$564K	Hold	3,700	–	–	0.29%	68
2018 Q2	$502K	Hold	3,700	–	–	0.28%	67
2018 Q1	$545K	Sell	3,700 -1,000	-21%	-$147K	0.31%	70
2017 Q4	$741K	Buy	+4,700	New	+$741K	0.43%	56