Foguth Wealth Management’s Caterpillar CAT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-645	Closed	-$215K	–	139
2024 Q2	$215K	Buy	645 +93	+17%	+$31K	0.09%	127
2024 Q1	$202K	Buy	+552	New	+$202K	0.11%	126