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S.E.E.D. Planning Group’s Caterpillar CAT Stock Holding History

S.E.E.D. Planning Group’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-860
Closed -$336K – 77
2024
Q3 		$336K Hold
860
– – 0.11% 68
2024
Q2 		$286K Sell
860
-32
-4% -$10.7K 0.1% 69
2024
Q1 		$327K Buy
+892
New +$327K 0.12% 67