Capital Performance Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-91
Closed -$35.6K 577
2024
Q3
$35.6K Buy
+91
New +$35.6K 0.01% 439