Cornerstone Retirement Group’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$328K	Hold	1,200	–	–	0.09%	19
2023 Q2	$295K	Sell	1,200 -30	-2%	-$7.38K	0.08%	12
2023 Q1	$281K	Buy	1,230 +26	+2%	+$5.95K	0.08%	13
2022 Q4	$288K	Buy	+1,204	New	+$288K	0.09%	7