Commonwealth Retirement Investments’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11,259	Closed	-$2.77M	–	70
2023 Q2	$2.77M	Buy	11,259 +238	+2%	+$58.6K	1.55%	22
2023 Q1	$2.52M	Sell	11,021 -11	-0.1%	-$2.52K	1.5%	27
2022 Q4	$2.64M	Buy	+11,032	New	+$2.64M	1.6%	26