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 Caterpillar Inc (CAT)
Quantity Owned: 0.987580
Date Exec. Type Remark Shares Amount
03/02/2026 bivio buy 0.0178 13.36
02/02/2026 bivio buy 0.0218 15.07
01/02/2026 bivio sell, lot cost basis (0.0045) (0.92)
sell, LTCG   1.75
12/01/2025 bivio sell, lot cost basis (0.0288) (5.91)
sell, LTCG   10.44
11/03/2025 bivio sell, lot cost basis (0.0205) (4.20)
sell, LTCG   7.47
10/01/2025 bivio sell, lot cost basis (0.0363) (7.45)
sell, LTCG   10.00
09/02/2025 bivio buy 0.0161 6.69
08/01/2025 bivio buy 0.0215 9.23
07/01/2025 bivio sell, lot cost basis (0.0257) (5.27)
sell, LTCG   4.77
06/02/2025 bivio buy 0.0228 7.87