Industrial Alliance Investment 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	-6,055	Closed	-$1.39M	–	218
2023 Q1	$1.39M	Sell	6,055 -9,015	-60%	-$2.06M	0.04%	264
2022 Q4	$3.61M	Buy	+15,070	New	+$3.61M	0.1%	170
2022 Q1	–	Sell	-1,524	Closed	-$315K	–	423
2021 Q4	$315K	Buy	+1,524	New	+$315K	0.01%	325