Epstein & White Financial’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$256K Buy
1,171
+75
+7% +$16.4K 0.07% 75
2021
Q1
$255K Buy
+1,096
New +$255K 0.07% 68