Bridgeworth’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$458K Sell
1,550
-3
-0.2% -$887 0.05% 110
2023
Q3
$424K Buy
+1,553
New +$424K 0.05% 109
2018
Q3
Sell
-602
Closed -$81K 189
2018
Q2
$81K Buy
+602
New +$81K 0.03% 215