GK 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	$241K	Buy	+621	New	+$241K	0.22%	115
2025 Q1	–	Sell	-598	Closed	-$217K	–	137
2024 Q4	$217K	Buy	+598	New	+$217K	0.27%	114