Carlson Capital Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$219K	Buy	+604	New	+$219K	0.01%	107
2024 Q1	–	Sell	-804	Closed	-$238K	–	114
2023 Q4	$238K	Sell	804 -12	-1%	-$3.55K	0.01%	181
2023 Q3	$223K	Buy	+816	New	+$223K	0.01%	157