FCG Investment Company’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,060	Closed	-$1.02M	–	98
2024 Q2	$1.02M	Buy	3,060 +133	+5%	+$44.3K	0.77%	39
2024 Q1	$1.07M	Sell	2,927 -1,082	-27%	-$396K	0.86%	35
2023 Q4	$1.19M	Buy	+4,009	New	+$1.19M	1.16%	28