Capital Market Strategies’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-661	Closed	-$240K	–	146
2024 Q4	$240K	Buy	661 +9	+1%	+$3.26K	0.14%	131
2024 Q3	$255K	Buy	652 +2	+0.3%	+$783	0.15%	126
2024 Q2	$217K	Buy	+650	New	+$217K	0.14%	137