Lincoln Capital Corp’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-630	Closed	-$208K	–	91
2025 Q1	$208K	Buy	630 +45	+8%	+$14.8K	0.09%	86
2024 Q4	$212K	Buy	585 +58	+11%	+$21K	0.09%	79
2024 Q3	$206K	Buy	+527	New	+$206K	0.08%	79