Forza 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	$222K	Buy	+573	New	+$222K	0.09%	179
2025 Q1	–	Sell	-738	Closed	-$268K	–	179
2024 Q4	$268K	Buy	738 +25	+4%	+$9.07K	0.12%	159
2024 Q3	$279K	Buy	+713	New	+$279K	0.13%	156