Orca Wealth Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.28M	Buy	3,285 +7	+0.2%	+$2.72K	1.07%	36
2025 Q1	$1.08M	Sell	3,278 -2	-0.1%	-$660	0.97%	35
2024 Q4	$1.19M	Buy	+3,280	New	+$1.19M	1.07%	35