Altman Advisors’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
-3,383
Closed -$848K 82
2022
Q4
$848K Buy
3,383
+83
+3% +$20.8K 0.52% 75
2022
Q3
$541K Buy
+3,300
New +$541K 0.34% 83