Bernard 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	$2.26M	Sell	5,828 -2,562	-31%	-$995K	1.05%	22
2025 Q1	$2.77M	Buy	8,390 +54	+0.6%	+$17.8K	1.35%	20
2024 Q4	$3.02M	Buy	+8,336	New	+$3.02M	1.42%	17