MW
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Milestone Wealth’s Caterpillar CAT Stock Holding History

Milestone Wealth’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$44K Hold
269
– – 0.05% 117
2022
Q2 		$48K Hold
269
– – 0.05% 113
2022
Q1 		$56K Hold
269
– – 0.05% 120
2021
Q4 		$56K Buy
+269
New +$56K 0.04% 120