Western Pacific Wealth 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	$175K	Buy	+450	New	+$175K	0.17%	76
2024 Q4	–	Sell	-211	Closed	-$82.5K	–	219
2024 Q3	$82.5K	Buy	+211	New	+$82.5K	0.05%	140