WoodTrust Financial’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$240K	Buy	+617	New	+$240K	0.03%	140
2025 Q1	–	Sell	-556	Closed	-$202K	–	166
2024 Q4	$202K	Sell	556 -9	-2%	-$3.27K	0.03%	174
2024 Q3	$221K	Buy	+565	New	+$221K	0.03%	174
2024 Q2	–	Sell	-556	Closed	-$204	–	166
2024 Q1	$204	Sell	556 -444	-44%	-$163	0.03%	163
2023 Q4	$296K	Hold	1,000	–	–	0.05%	135
2023 Q3	$273K	Hold	1,000	–	–	0.05%	132
2023 Q2	$246K	Hold	1,000	–	–	0.05%	138
2023 Q1	$229K	Sell	1,000 -20	-2%	-$4.58K	0.04%	138
2022 Q4	$244K	Buy	+1,020	New	+$244K	0.05%	134
2022 Q2	–	Sell	-1,214	Closed	-$271K	–	145
2022 Q1	$271K	Hold	1,214	–	–	0.06%	131
2021 Q4	$251K	Hold	1,214	–	–	0.05%	123
2021 Q3	$233K	Sell	1,214 -474	-28%	-$91K	0.05%	117
2021 Q2	$367K	Buy	1,688 +124	+8%	+$27K	0.1%	80
2021 Q1	$363K	Hold	1,564	–	–	0.11%	61
2020 Q4	$285K	Buy	1,564 +14	+0.9%	+$2.55K	0.09%	75
2020 Q3	$231K	Buy	+1,550	New	+$231K	0.08%	90
2020 Q1	–	Sell	-1,550	Closed	-$229K	–	72
2019 Q4	$229K	Buy	+1,550	New	+$229K	0.09%	72
2019 Q3	–	Sell	-1,550	Closed	-$211K	–	73
2019 Q2	$211K	Hold	1,550	–	–	0.1%	74
2019 Q1	$210K	Sell	1,550 -350	-18%	-$47.4K	0.1%	72
2018 Q4	$241K	Hold	1,900	–	–	0.14%	69
2018 Q3	$290K	Hold	1,900	–	–	0.14%	67
2018 Q2	$258K	Hold	1,900	–	–	0.14%	69
2018 Q1	$280K	Hold	1,900	–	–	0.15%	62
2017 Q4	$299K	Buy	+1,900	New	+$299K	0.16%	62