Brass Tax 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	$251K	Buy	647 +1	+0.2%	+$388	0.05%	195
2025 Q1	$213K	Buy	646 +72	+13%	+$23.8K	0.04%	205
2024 Q4	$208K	Sell	574 -20	-3%	-$7.26K	0.04%	199
2024 Q3	$232K	Buy	+594	New	+$232K	0.05%	179