Holos Integrated Wealth’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.42K	Hold	13	–	–	﹤0.01%	227
2025 Q1	$4.29K	Hold	13	–	–	﹤0.01%	238
2024 Q4	$4.72K	Buy	+13	New	+$4.72K	﹤0.01%	235