Pinion 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 Q1	–	Sell	-844	Closed	-$202K	–	122
2022 Q4	$202K	Buy	+844	New	+$202K	0.19%	124
2022 Q2	–	Sell	-1,068	Closed	-$238K	–	159
2022 Q1	$238K	Buy	+1,068	New	+$238K	0.17%	153