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Peak Financial Management’s Caterpillar CAT Stock Holding History

Peak Financial Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-600
Closed -$220K – 95
2024
Q1 		$220K Buy
+600
New +$220K 0.07% 90