RAG
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RIA Advisory Group’s Caterpillar CAT Stock Holding History

RIA Advisory Group’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,809
Closed -$643K – 126
2023
Q1 		$643K Sell
2,809
-699
-20% -$160K 0.3% 52
2022
Q4 		$819K Buy
+3,508
New +$819K 0.47% 32