Paragon Private 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	$287K	Buy	740 +128	+21%	+$49.7K	0.11%	165
2025 Q1	$202K	Buy	+612	New	+$202K	0.09%	179