Marshall & Sterling 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	$84.1K	Sell	217 -6	-3%	-$2.33K	0.06%	117
2025 Q1	$73.6K	Buy	223 +8	+4%	+$2.64K	0.05%	123
2024 Q4	$77.7K	Buy	+215	New	+$77.7K	0.05%	105