Unique Wealth’s Caterpillar CAT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Buy	+560	New	+$217K	0.04%	163
2025 Q1	–	Sell	-557	Closed	-$202K	–	153
2024 Q4	$202K	Buy	557 +6	+1%	+$2.18K	0.04%	140
2024 Q3	$216K	Buy	+551	New	+$216K	0.05%	113