Wood Tarver Financial Group’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$112K	Buy	291 +17	+6%	+$6.54K	0.03%	201
2025 Q1	$90.2K	Buy	274 +1	+0.4%	+$329	0.03%	211
2024 Q4	$99K	Buy	+273	New	+$99K	0.03%	197