DFPG Investments’s Caterpillar CAT Stock Holding History

DFPG Investments’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$736K	Sell
2023 Q3	$3.92M	Sell
2023 Q2	$4.63M	Buy
2023 Q1	$3.31M	Buy
2022 Q4	$2.06M	Buy
2022 Q3	$1.35M	Buy
2022 Q2	$1.2M	Buy
2022 Q1	$1.53M	Buy
2021 Q4	$1.14M	Buy