Bridgewealth Advisory Group’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$488K	Buy	+1,257	New	+$488K	0.12%	68
2025 Q1	–	Sell	-1,896	Closed	-$671K	–	57
2024 Q4	$671K	Buy	1,896 +920	+94%	+$325K	0.19%	55
2024 Q3	$382K	Buy	+976	New	+$382K	0.14%	59