Chancellor Financial Group WB’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.11M	Buy	2,864 +5	+0.2%	+$1.94K	0.86%	23
2025 Q1	$943K	Buy	2,859 +4	+0.1%	+$1.32K	0.78%	27
2024 Q4	$1.04M	Buy	+2,855	New	+$1.04M	0.83%	24