UP Strategic Wealth Investment Advisors’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$275K	Sell	708 -55	-7%	-$21.4K	0.21%	68
2025 Q1	$252K	Buy	763 +110	+17%	+$36.3K	0.22%	68
2024 Q4	$237K	Buy	+653	New	+$237K	0.24%	67