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 Caterpillar Inc (CAT)
Quantity Owned: 0.952468
Date Exec. Type Remark Shares Amount
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
05/01/2025 bivio buy 0.0102 3.20
04/01/2025 bivio sell, lot cost basis (0.0414) (8.51)
sell, LTCG   5.19
03/03/2025 bivio buy 0.0572 18.98