Capitol Family Office’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Sell
700
-28
-4% -$10.9K 0.35% 24
2025
Q1
$240K Buy
+728
New +$240K 0.34% 26