HFR Wealth Management’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	-1,000	Closed	-$229K	–	57
2023 Q1	$229K	Sell	1,000 -96	-9%	-$22K	0.07%	57
2022 Q4	$263K	Buy	+1,096	New	+$263K	0.08%	52