Good Steward 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
$393K Buy
1,013
+5
+0.5% +$1.94K 0.31% 53
2025
Q1
$332K Buy
+1,008
New +$332K 0.3% 85