Rialto 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	$13.6K	Buy	35 +9	+35%	+$3.49K	﹤0.01%	389
2025 Q1	$8.58K	Buy	26 +4	+18%	+$1.32K	﹤0.01%	416
2024 Q4	$7.98K	Buy	+22	New	+$7.98K	﹤0.01%	417