Lifestyle Asset 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	-1,053	Closed	-$241K	–	91
2023 Q1	$241K	Sell	1,053 -401	-28%	-$91.8K	0.16%	55
2022 Q4	$348K	Buy	+1,454	New	+$348K	0.28%	47