Ground Swell Capital’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,260	Closed	-$242K	–	80
2021 Q3	$242K	Buy	+1,260	New	+$242K	1.04%	28
2014 Q3	$105K	Buy	1,059 +345	+48%	+$34.2K	0.2%	87
2014 Q2	$78K	Buy	+714	New	+$78K	0.15%	74