Milestone Investment Advisors’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-160	Closed	-$43.7K	–	176
2023 Q3	$43.7K	Buy	+160	New	+$43.7K	0.01%	211
2023 Q2	–	Sell	-160	Closed	-$36.6K	–	171
2023 Q1	$36.6K	Buy	+160	New	+$36.6K	0.01%	233