Engrave Wealth Partners’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-172	Closed	-$21K	–	109
2020 Q2	$21K	Sell	172 -11	-6%	-$1.34K	0.02%	175
2020 Q1	$21K	Sell	183 -36	-16%	-$4.13K	0.02%	148
2019 Q4	$32K	Buy	+219	New	+$32K	0.03%	166