Cary Street Partners Asset Management’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	-77	Closed	-$18.4K	–	404
2022 Q4	$18.4K	Hold	77	–	–	﹤0.01%	327
2022 Q3	$13K	Buy	+77	New	+$13K	﹤0.01%	311