Denver PWM’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.61M	Hold	4,150	–	–	0.5%	36
2025 Q1	$1.37M	Buy	+4,150	New	+$1.37M	0.49%	34