Ceeto Capital Group’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,000	Closed	-$333K	–	176
2024 Q2	$333K	Hold	1,000	–	–	0.13%	120
2024 Q1	$366K	Sell	1,000 -1,000	-50%	-$366K	0.15%	121
2023 Q4	$591K	Hold	2,000	–	–	0.25%	85
2023 Q3	$546K	Hold	2,000	–	–	0.26%	83
2023 Q2	$492K	Hold	2,000	–	–	0.23%	94
2023 Q1	$458K	Hold	2,000	–	–	0.23%	103
2022 Q4	$479K	Hold	2,000	–	–	0.26%	93
2022 Q3	$328K	Hold	2,000	–	–	0.19%	112
2022 Q2	$358K	Sell	2,000 -1,000	-33%	-$179K	0.2%	108
2022 Q1	$668K	Hold	3,000	–	–	0.31%	81
2021 Q4	$620K	Hold	3,000	–	–	0.26%	86
2021 Q3	$576K	Hold	3,000	–	–	0.27%	85
2021 Q2	$653K	Hold	3,000	–	–	0.29%	82
2021 Q1	$696K	Hold	3,000	–	–	0.34%	73
2020 Q4	$546K	Hold	3,000	–	–	0.28%	82
2020 Q3	$447K	Hold	3,000	–	–	0.25%	86
2020 Q2	$380K	Sell	3,000 -173	-5%	-$21.9K	0.25%	93
2020 Q1	$368K	Buy	3,173 +1,173	+59%	+$136K	0.3%	85
2019 Q4	$295K	Hold	2,000	–	–	0.19%	109
2019 Q3	$253K	Hold	2,000	–	–	0.18%	111
2019 Q2	$273K	Hold	2,000	–	–	0.2%	105
2019 Q1	$271K	Hold	2,000	–	–	0.2%	110
2018 Q4	$254K	Hold	2,000	–	–	0.21%	105
2018 Q3	$305K	Hold	2,000	–	–	0.21%	106
2018 Q2	$271K	Hold	2,000	–	–	0.2%	106
2018 Q1	$295K	Buy	+2,000	New	+$295K	0.22%	98