Access Financial Services’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,164	Closed	-$259K	–	102
2022 Q1	$259K	Buy	+1,164	New	+$259K	0.12%	109
2021 Q3	–	Sell	-1,260	Closed	-$274K	–	112
2021 Q2	$274K	Buy	1,260 +53	+4%	+$11.5K	0.13%	108
2021 Q1	$280K	Buy	+1,207	New	+$280K	0.13%	92