Guardian Capital’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	-711	Closed	-$210K	–	148
2023 Q4	$210K	Buy	+711	New	+$210K	0.01%	150
2015 Q1	–	Sell	-6,004	Closed	-$550K	–	216
2014 Q4	$550K	Buy	+6,004	New	+$550K	0.01%	160