Pointe Capital Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-160	Closed	-$36.6K	–	191
2023 Q1	$36.6K	Buy	+160	New	+$36.6K	0.03%	251
2017 Q1	–	Sell	-3,000	Closed	-$278K	–	150
2016 Q4	$278K	Buy	+3,000	New	+$278K	0.16%	112