Vermillion Wealth Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$989K	Sell	2,546 -474	-16%	-$184K	0.47%	29
2025 Q1	$996K	Buy	3,020 +8	+0.3%	+$2.64K	0.29%	48
2024 Q4	$1.09M	Buy	+3,012	New	+$1.09M	0.56%	26