Maia Wealth’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$233K	Buy	+599	New	+$233K	0.04%	289
2025 Q1	–	Sell	-625	Closed	-$247K	–	301
2024 Q4	$247K	Buy	+625	New	+$247K	0.05%	262