PKS Advisory Services’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$214K	Buy	+551	New	+$214K	0.05%	240
2025 Q1	–	Sell	-556	Closed	-$202K	–	247
2024 Q4	$202K	Buy	+556	New	+$202K	0.05%	231