Provence Wealth Management Group’s Caterpillar CAT Stock Holding History

Provence Wealth Management Group’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$673K	Buy
2023 Q3	$529K	Buy
2023 Q2	$408K	Buy
2023 Q1	$303K	Buy
2022 Q4	$240K	Buy