VestGen 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
$4.37M Buy
10,928
+714
+7% +$286K 0.17% 126
2025
Q1
$3.37M Buy
+10,214
New +$3.37M 0.15% 138