BOSSRA

B.O.S.S. Retirement Advisors’s Caterpillar CAT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$523K	Buy	+1,348	New	+$523K	0.13%	116
2023 Q2	–	Sell	-4,714	Closed	-$1.08M	–	242
2023 Q1	$1.08M	Sell	4,714 -3,294	-41%	-$754K	0.25%	140
2022 Q4	$1.92M	Buy	+8,008	New	+$1.92M	0.49%	75