Sagespring Wealth Partners’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.21M	Buy	21,140 +645	+3%	+$250K	0.18%	72
2025 Q1	$6.76M	Buy	20,495 +956	+5%	+$315K	0.17%	68
2024 Q4	$7.09M	Buy	+19,539	New	+$7.09M	0.19%	59