Retirement Income Solutions’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-566	Closed	-$221K	–	151
2024 Q3	$221K	Buy	+566	New	+$221K	0.05%	134
2024 Q2	–	Sell	-566	Closed	-$207K	–	144
2024 Q1	$207K	Buy	+566	New	+$207K	0.05%	147