Long Island Wealth Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-74	Closed	-$22K	–	123
2023 Q4	$22K	Buy	+74	New	+$22K	0.02%	164