BlueStem Wealth Partners’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$443K	Sell	1,142 -10	-0.9%	-$3.88K	0.05%	71
2025 Q1	$380K	Sell	1,152 -124	-10%	-$40.9K	0.05%	67
2024 Q4	$463K	Buy	+1,276	New	+$463K	0.06%	62