Financial Management Concepts’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-971	Closed	-$206K	–	28
2021 Q2	$206K	Hold	971	–	–	0.17%	26
2021 Q1	$225K	Buy	+971	New	+$225K	0.2%	24