Financial Planners of Cleveland’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,917	Closed	-$427K	–	8
2022 Q1	$427K	Sell	1,917 -1,574	-45%	-$351K	0.18%	39
2021 Q4	$793K	Buy	+3,491	New	+$793K	0.32%	27