Centennial Wealth Advisory’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,035	Closed	-$237K	–	128
2023 Q1	$237K	Sell	1,035 -555	-35%	-$127K	0.13%	111
2022 Q4	$381K	Buy	1,590 +91	+6%	+$21.8K	0.21%	66
2022 Q3	$246K	Buy	+1,499	New	+$246K	0.14%	83