Philip James Wealth Mangement’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$482K	Buy	1,241 +1	+0.1%	+$388	0.06%	111
2025 Q1	$409K	Hold	1,240	–	–	0.05%	112
2024 Q4	$450K	Buy	1,240 +9	+0.7%	+$3.26K	0.06%	113
2024 Q3	$481K	Buy	+1,231	New	+$481K	0.06%	102