Zimmermann Investment Management & Planning’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-573	Closed	-$224K	–	25
2024 Q3	$224K	Buy	+573	New	+$224K	0.07%	137
2024 Q2	–	Sell	-573	Closed	-$210K	–	133
2024 Q1	$210K	Buy	+573	New	+$210K	0.08%	130