Accredited Wealth 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	$940K	Hold	2,422	–	–	0.76%	29
2025 Q1	$799K	Hold	2,422	–	–	0.67%	26
2024 Q4	$879K	Buy	+2,422	New	+$879K	0.77%	28