NEIRG Wealth Management’s Caterpillar CAT Stock Holding History

NEIRG Wealth Management’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 Q3	–	Sell
2023 Q2	$205K	Sell
2023 Q1	$1.7M	Sell
2022 Q4	$2.78M	Sell
2022 Q3	$1.99M	Sell
2022 Q2	$2.31M	Sell
2022 Q1	$2.95M	Sell
2021 Q4	$2.8M	Buy