Provence Wealth Management Group’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$673K	Buy	2,276 +339	+18%	+$100K	0.36%	59
2023 Q3	$529K	Buy	1,937 +280	+17%	+$76.4K	0.32%	68
2023 Q2	$408K	Buy	1,657 +332	+25%	+$81.7K	0.24%	78
2023 Q1	$303K	Buy	1,325 +325	+33%	+$74.4K	0.2%	103
2022 Q4	$240K	Buy	+1,000	New	+$240K	0.2%	101