Affiance Financial’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-41	Closed	-$9.82K	–	142
2022 Q4	$9.82K	Buy	+41	New	+$9.82K	﹤0.01%	297
2022 Q1	–	Sell	-3,110	Closed	-$643K	–	138
2021 Q4	$643K	Hold	3,110	–	–	0.27%	53
2021 Q3	$597K	Hold	3,110	–	–	0.26%	56
2021 Q2	$677K	Hold	3,110	–	–	0.29%	52
2021 Q1	$721K	Hold	3,110	–	–	0.32%	49
2020 Q4	$566K	Sell	3,110 -60	-2%	-$10.9K	0.3%	54
2020 Q3	$473K	Buy	3,170 +60	+2%	+$8.95K	0.27%	54
2020 Q2	$393K	Hold	3,110	–	–	0.21%	62
2020 Q1	$361K	Hold	3,110	–	–	0.25%	57
2019 Q4	$459K	Hold	3,110	–	–	0.25%	56
2019 Q3	$393K	Hold	3,110	–	–	0.24%	63
2019 Q2	$424K	Hold	3,110	–	–	0.26%	58
2019 Q1	$421K	Hold	3,110	–	–	0.27%	58
2018 Q4	$395K	Hold	3,110	–	–	0.26%	60
2018 Q3	$474K	Hold	3,110	–	–	0.31%	52
2018 Q2	$422K	Hold	3,110	–	–	0.32%	55
2018 Q1	$458K	Sell	3,110 -994	-24%	-$146K	0.4%	45
2017 Q4	$647K	Hold	4,104	–	–	0.48%	36
2017 Q3	$512K	Hold	4,104	–	–	0.41%	41
2017 Q2	$441K	Sell	4,104 -100	-2%	-$10.7K	0.35%	45
2017 Q1	$390K	Sell	4,204 -379	-8%	-$35.2K	0.3%	51
2016 Q4	$425K	Hold	4,583	–	–	0.34%	54
2016 Q3	$407K	Hold	4,583	–	–	0.33%	53
2016 Q2	$347K	Hold	4,583	–	–	0.29%	58
2016 Q1	$351K	Sell	4,583 -175	-4%	-$13.4K	0.34%	59
2015 Q4	$323K	Hold	4,758	–	–	0.33%	60
2015 Q3	$311K	Buy	4,758 +1,373	+41%	+$89.7K	0.39%	55
2015 Q2	$287K	Hold	3,385	–	–	0.37%	72
2015 Q1	$271K	Hold	3,385	–	–	0.41%	71
2014 Q4	$310K	Buy	+3,385	New	+$310K	0.54%	53