Maltin Wealth Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-6,498
Closed -$1.16M 109
2022
Q2
$1.16M Buy
6,498
+43
+0.7% +$7.69K 0.84% 42
2022
Q1
$1.44M Buy
6,455
+1,888
+41% +$421K 0.95% 38
2021
Q4
$944K Buy
+4,567
New +$944K 0.57% 51