Pacific Point 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	$621K	Hold	1,600	–	–	0.34%	72
2025 Q1	$528K	Hold	1,600	–	–	0.29%	70
2024 Q4	$579K	Buy	+1,600	New	+$579K	0.35%	67