Summit Wealth Group’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Buy	+812	New	+$315K	0.08%	82
2023 Q2	–	Sell	-121,056	Closed	-$1K	–	102
2023 Q1	$1K	Buy	+121,056	New	+$1K	0.02%	108