Corbett Road Capital Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,663	Closed	-$362K	–	99
2021 Q2	$362K	Sell	1,663 -272	-14%	-$59.2K	0.64%	69
2021 Q1	$449K	Sell	1,935 -219	-10%	-$50.8K	0.67%	66
2020 Q4	$392K	Sell	2,154 -159	-7%	-$28.9K	0.36%	83
2020 Q3	$345K	Buy	+2,313	New	+$345K	0.33%	89