Castle Wealth Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-224	Closed	-$37K	–	184
2022 Q3	$37K	Buy	224 +37	+20%	+$6.11K	0.02%	249
2022 Q2	$33K	Buy	+187	New	+$33K	0.02%	260