Pacific Capital 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 Q1	–	Sell	-46	Closed	-$16.7K	–	131
2024 Q4	$16.7K	Sell	46 -4	-8%	-$1.45K	﹤0.01%	234
2024 Q3	$19.6K	Buy	50 +4	+9%	+$1.56K	﹤0.01%	245
2024 Q2	$15.3K	Buy	46 +39	+557%	+$13K	﹤0.01%	267
2024 Q1	$2.57K	Buy	+7	New	+$2.57K	﹤0.01%	412