Vista Investment Partners II’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$454K	Sell	1,169 -6,453	-85%	-$2.5M	0.22%	87
2025 Q1	$2.51M	Buy	7,622 +187	+3%	+$61.7K	1.39%	29
2024 Q4	$2.7M	Buy	+7,435	New	+$2.7M	1.59%	23