Vestia Personal Wealth 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	$390K	Buy	1,006 +31	+3%	+$12K	0.27%	58
2025 Q1	$322K	Sell	975 -21	-2%	-$6.93K	0.25%	61
2024 Q4	$361K	Buy	996 +18	+2%	+$6.53K	0.3%	53
2024 Q3	$383K	Buy	978 +11	+1%	+$4.3K	0.36%	44
2024 Q2	$322K	Buy	+967	New	+$322K	0.34%	48