Planning Directions’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-637	Closed	-$212K	–	82
2024 Q2	$212K	Buy	637 +2	+0.3%	+$666	0.14%	69
2024 Q1	$233K	Buy	+635	New	+$233K	0.16%	67