Independent Family Office’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,492	Closed	-$267	–	69
2022 Q2	$267	Buy	1,492 +8	+0.5%	+$1	0.13%	58
2022 Q1	$331K	Buy	+1,484	New	+$331K	0.11%	52