Motive 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	$224K	Buy	+577	New	+$224K	0.1%	78
2025 Q1	–	Sell	-568	Closed	-$206K	–	75
2024 Q4	$206K	Buy	+568	New	+$206K	0.11%	74