Congress Wealth Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$28.4M	Sell	73,224 -1,443	-2%	-$481K	0.28%	87
2025 Q1	$24.6M	Buy	74,667 +14,027	+23%	+$5M	0.3%	84
2024 Q4	$22M	Buy	60,640 +1,658	+3%	+$643K	0.3%	86
2024 Q3	$23.1M	Buy	58,982 +11,952	+25%	+$4.13M	0.31%	82
2024 Q2	$15.7M	Buy	47,030 +997	+2%	+$346K	0.25%	114
2024 Q1	$16.9M	Sell	46,033 -1,395	-3%	-$446K	0.29%	94
2023 Q4	$14M	Buy	47,428 +482	+1%	+$125K	0.26%	107
2023 Q3	$12.8M	Buy	46,946 +433	+0.9%	+$117K	0.26%	104
2023 Q2	$11.4M	Buy	46,513 +543	+1%	+$121K	0.27%	117
2023 Q1	$10.5M	Sell	45,970 -52,992	-54%	-$12.8M	0.25%	123
2022 Q4	$23.7M	Buy	98,962 +165	+0.2%	+$35.9K	0.61%	35
2022 Q3	$16.2M	Buy	98,797 +5,032	+5%	+$919K	0.44%	50
2022 Q2	$16.8M	Sell	93,765 -863	-0.9%	-$182K	0.43%	55
2022 Q1	$21.1M	Buy	94,628 +16,137	+21%	+$3.38M	0.46%	54
2021 Q4	$16.2M	Buy	+78,491	New	+$15.8M	0.32%	80