ZEGA Investments’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$651K	Sell	1,676 -411	-20%	-$160K	0.09%	76
2025 Q1	$688K	Sell	2,087 -1,324	-39%	-$437K	0.1%	70
2024 Q4	$1.39M	Buy	+3,411	New	+$1.39M	0.35%	38