Lifelong 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	$234K	Buy	+604	New	+$234K	0.08%	74
2025 Q1	–	Sell	-579	Closed	-$210K	–	68
2024 Q4	$210K	Buy	+579	New	+$210K	0.09%	65