Riverbend 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	$310K	Buy	797 +49	+7%	+$19K	0.23%	102
2025 Q1	$247K	Buy	748 +37	+5%	+$12.2K	0.22%	108
2024 Q4	$260K	Buy	+711	New	+$260K	0.23%	99