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LifePro Asset Management’s Caterpillar CAT Stock Holding History

LifePro Asset Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$774K Buy
+1,978
New +$774K 0.47% 60
2023
Q2 		– Sell
-1,043
Closed -$250K – 106
2023
Q1 		$250K Hold
1,043
– – 0.18% 92
2022
Q4 		$250K Buy
+1,043
New +$250K 0.18% 91