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 Caterpillar Inc (CAT)
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Quantity Owned: 0.921503
Date Exec. ▼ Type Remark Shares Amount
11/02/2026 bivio sell, lot cost basis (0.0543) (11.16)
sell, LTCG   22.18
10/01/2026 bivio buy 0.0402 33.23
09/01/2026 bivio sell, lot cost basis (0.0378) (7.77)
sell, LTCG   21.72
08/03/2026 bivio buy 0.0449 37.25
07/01/2026 bivio sell, lot cost basis (0.0645) (13.26)
sell, LTCG   50.72
06/01/2026 bivio buy 0.0225 19.48
04/01/2026 bivio sell, lot cost basis (0.0170) (3.49)
sell, LTCG   8.91
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
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