Fortis Capital Advisors’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-81	Closed	-$18.5K	–	179
2023 Q1	$18.5K	Hold	81	–	–	0.01%	407
2022 Q4	$19.4K	Buy	+81	New	+$19.4K	0.01%	410