55I LLC’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$763K Buy
2022
Q2
$395K Sell
2022
Q1
$628K Sell
2021
Q4
$605K Buy
2021
Q3
$527K Buy
2021
Q2
$531K Buy
2021
Q1
$316K Buy
2020
Q4
$234K Buy