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Charles Schwab Investment Advisory’s Caterpillar CAT Stock Holding History

Charles Schwab Investment Advisory’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,170
Closed -$288K – 104
2023
Q2 		$288K Buy
+1,170
New +$288K ﹤0.01% 88