Jacksonville 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	$782K	Buy	2,014 +107	+6%	+$41.5K	0.63%	34
2025 Q1	$629K	Buy	1,907 +138	+8%	+$45.5K	0.62%	33
2024 Q4	$642K	Buy	+1,769	New	+$642K	0.6%	35