Cannon Wealth Management Services’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$311K	Buy	802 +3	+0.4%	+$1.17K	0.25%	60
2025 Q1	$256K	Sell	799 -6	-0.7%	-$1.92K	0.23%	62
2024 Q4	$291K	Buy	805 +22	+3%	+$7.95K	0.25%	60
2024 Q3	$306K	Buy	+783	New	+$306K	0.28%	60