Criterion Capital Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$5K Hold
15
﹤0.01% 289
2024
Q3
$5K Hold
15
﹤0.01% 289
2024
Q2
$5K Hold
15
﹤0.01% 289
2024
Q1
$5.5K Hold
15
﹤0.01% 283
2023
Q4
$4.44K Buy
+15
New +$4.44K ﹤0.01% 297