Lynx Investment Advisory’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$401K	Buy	1,034 +6	+0.6%	+$2.33K	0.26%	84
2025 Q1	$339K	Buy	1,028 +7	+0.7%	+$2.31K	0.23%	94
2024 Q4	$370K	Sell	1,021 -55	-5%	-$19.9K	0.25%	90
2024 Q3	$421K	Buy	1,076 +66	+7%	+$25.8K	0.3%	77
2024 Q2	$336K	Buy	+1,010	New	+$336K	0.25%	85