Optima Capital’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$253K	Buy	651 +12	+2%	+$4.66K	0.14%	137
2025 Q1	$211K	Sell	639 -5	-0.8%	-$1.65K	0.13%	133
2024 Q4	$234K	Buy	+644	New	+$234K	0.16%	139