Winebrenner Capital 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
$1.02M Buy
2,640
+140
+6% +$54.3K 0.83% 37
2025
Q1
$825K Sell
2,500
-140
-5% -$46.2K 0.74% 41
2024
Q4
$958K Buy
+2,640
New +$958K 0.74% 41