Lokken Investment Group’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-647	Closed	-$253K	–	143
2024 Q3	$253K	Sell	647 -132	-17%	-$51.6K	0.11%	127
2024 Q2	$259K	Buy	779 +142	+22%	+$47.3K	0.12%	118
2024 Q1	$233K	Buy	+637	New	+$233K	0.12%	125