Clarity Wealth Advisors’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$419K	Sell	1,078 -5	-0.5%	-$1.94K	0.1%	71
2025 Q1	$357K	Buy	+1,083	New	+$357K	0.1%	72