Wealthcare Capital Partners’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Sell	592 -24	-4%	-$9.31K	0.12%	134
2025 Q1	$203K	Buy	616 +2	+0.3%	+$660	0.1%	125
2024 Q4	$223K	Buy	+614	New	+$223K	0.12%	111