BankPlus 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	$541K	Buy	1,393 +19	+1%	+$7.38K	0.36%	53
2025 Q1	$453K	Buy	1,374 +22	+2%	+$7.26K	0.33%	59
2024 Q4	$490K	Buy	+1,352	New	+$490K	0.37%	55