Cherrydale Wealth Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$203K	Buy	+523	New	+$203K	0.07%	71
2025 Q1	–	Sell	-579	Closed	-$210K	–	76
2024 Q4	$210K	Hold	579	–	–	0.08%	66
2024 Q3	$226K	Buy	+579	New	+$226K	0.09%	58