Winthrop 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	$118K	Hold	304	–	–	0.03%	145
2025 Q1	$100K	Hold	304	–	–	0.03%	138
2024 Q4	$110K	Buy	+304	New	+$110K	0.03%	142
2024 Q1	–	Sell	-1,989	Closed	-$588K	–	173
2023 Q4	$588K	Buy	+1,989	New	+$588K	0.19%	88