LifeWealth Investments’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$262K	Buy	674 +17	+3%	+$6.6K	0.08%	184
2025 Q1	$217K	Buy	657 +13	+2%	+$4.29K	0.09%	187
2024 Q4	$234K	Buy	+644	New	+$234K	0.15%	132