QTR Family Wealth’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$329K	Buy	849 +31	+4%	+$12K	0.2%	107
2025 Q1	$270K	Buy	+818	New	+$270K	0.2%	122