WealthTrak Capital 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	$12K	Buy	31 +3	+11%	+$1.17K	0.01%	176
2025 Q1	$9.24K	Buy	28 +17	+155%	+$5.61K	0.01%	173
2024 Q4	$3.99K	Buy	+11	New	+$3.99K	﹤0.01%	234