Legacy Wealth Planning’s Caterpillar CAT Stock Holding History

Legacy Wealth Planning’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell
2022 Q2	$209K	Buy
2022 Q1	$235K	Buy
2021 Q4	$205K	Buy
2021 Q3	–	Sell
2021 Q2	$207K	Buy
2021 Q1	$209K	Buy