Granite Bay Wealth Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-20,300	Closed	-$5.28M	–	96
2023 Q4	$5.28M	Sell	20,300 -3,362	-14%	-$874K	0.05%	104
2023 Q3	$6.45M	Buy	+23,662	New	+$6.45M	0.06%	101