Novak Financial Planning’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	$1.41M	Buy	6,479 +86	+1%	+$18.7K	0.69%	48
2021 Q1	$1.48M	Sell	6,393 -19	-0.3%	-$4.41K	0.81%	35
2020 Q4	$1.17M	Buy	+6,412	New	+$1.17M	0.69%	43