Affinity Wealth Management’s Caterpillar CAT Stock Holding History

Affinity Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$301K	Buy
2019 Q3	–	Sell
2019 Q2	$219K	Sell
2019 Q1	$253K	Sell
2018 Q4	$275K	Buy