CBIZ Investment Advisory 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	$38K	Buy	98 +48	+96%	+$18.6K	﹤0.01%	161
2025 Q1	$16.5K	Buy	+50	New	+$16.5K	﹤0.01%	258