BCO 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	$230K	Buy	+592	New	+$230K	0.16%	31
2025 Q1	–	Sell	-585	Closed	-$212K	–	32
2024 Q4	$212K	Buy	+585	New	+$212K	0.18%	30