Essex Private Wealth Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,156	Closed	-$222K	–	63
2021 Q3	$222K	Buy	1,156 +1	+0.1%	+$192	0.2%	63
2021 Q2	$251K	Buy	1,155 +1	+0.1%	+$217	0.23%	58
2021 Q1	$268K	Buy	1,154 +1	+0.1%	+$232	0.26%	56
2020 Q4	$209K	Buy	+1,153	New	+$209K	0.2%	64