Purkiss Capital 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	$724K	Buy	1,866 +150	+9%	+$58.2K	0.4%	57
2025 Q1	$566K	Buy	1,716 +1,002	+140%	+$330K	0.43%	48
2024 Q4	$259K	Buy	+714	New	+$259K	0.22%	80