CIC Wealth’s Caterpillar CAT Stock Holding History

CIC Wealth’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.31M	Buy
2024 Q2	$1.11M	Sell
2024 Q1	$1.24M	Sell
2023 Q4	$1M	Buy
2023 Q3	$782K	Sell
2023 Q2	$723K	Buy
2023 Q1	$672K	Sell
2022 Q4	$708K	Buy