Bingham Private Wealth’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$352K	Sell	907 -23	-2%	-$8.93K	0.34%	93
2025 Q1	$307K	Sell	930 -8	-0.9%	-$2.64K	0.32%	101
2024 Q4	$340K	Buy	+938	New	+$340K	0.36%	85