Lumature Wealth Partners’s Caterpillar CAT Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$292K	Sell
2023 Q1	$275K	Sell
2022 Q4	$295K	Sell
2022 Q3	$208K	Buy
2022 Q2	$213K	Buy
2022 Q1	$260K	Buy