Triad 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	$209K	Buy	+539	New	+$209K	0.04%	278
2024 Q3	–	Sell	-147	Closed	-$49K	–	185
2024 Q2	$49K	Buy	+147	New	+$49K	0.03%	233