TradeWell Securities’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-564	Closed	-$205K	–	44
2024 Q4	$205K	Buy	+564	New	+$205K	0.11%	38