Historical shareholding details of Burns Wealth Management Inc holdings in Caterpillar Inc. (CAT)

Monthly changes of Burns Wealth Management Inc shareholding in Caterpillar Inc. over the previous months

Month	Name	Total no. shares held	Percent Holding
Month	Name	Total no. shares held	Percent Holding
Jun 30, 2025	Burns Wealth Management Inc	4,879	0.00%

Mar 31, 2025	Burns Wealth Management Inc	5,173	0.00%

Dec 31, 2024	Burns Wealth Management Inc	5,127	0.00%

Sep 30, 2024	Burns Wealth Management Inc	5,140	0.00%

Jun 30, 2024	Burns Wealth Management Inc	5,224	0.00%

Mar 31, 2024	Burns Wealth Management Inc	5,204	0.00%

Dec 31, 2023	Burns Wealth Management Inc	5,645	0.00%

Sep 30, 2023	Burns Wealth Management Inc	4,946	0.00%

Jun 30, 2023	Burns Wealth Management Inc	1,717	0.00%

Mar 31, 2023	Burns Wealth Management Inc	1,462	0.00%