Alternative Investment Advisors’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$205K	Buy	+529	New	+$205K	0.1%	51
2024 Q4	–	Sell	-535	Closed	-$209K	–	56
2024 Q3	$209K	Buy	+535	New	+$209K	0.11%	46