Sage Financial Group’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-400	Closed	-$89K	–	94
2022 Q1	$89K	Hold	400	–	–	0.01%	56
2021 Q4	$83K	Hold	400	–	–	0.01%	57
2021 Q3	$77K	Hold	400	–	–	0.01%	51
2021 Q2	$87K	Hold	400	–	–	0.01%	50
2021 Q1	$93K	Hold	400	–	–	0.01%	47
2020 Q4	$73K	Hold	400	–	–	0.01%	50
2020 Q3	$60K	Hold	400	–	–	0.01%	48
2020 Q2	$51K	Hold	400	–	–	0.01%	48
2020 Q1	$46K	Hold	400	–	–	0.01%	48
2019 Q4	$59K	Hold	400	–	–	0.01%	48
2019 Q3	$51K	Hold	400	–	–	0.01%	51
2019 Q2	$55K	Hold	400	–	–	0.01%	54
2019 Q1	$54K	Hold	400	–	–	0.01%	54
2018 Q4	$51K	Hold	400	–	–	0.01%	54
2018 Q3	$61K	Hold	400	–	–	0.01%	37
2018 Q2	$54K	Hold	400	–	–	0.01%	37
2018 Q1	$59K	Hold	400	–	–	0.01%	35
2017 Q4	$63K	Hold	400	–	–	0.01%	41
2017 Q3	$50K	Hold	400	–	–	0.01%	36
2017 Q2	$43K	Hold	400	–	–	0.01%	36
2017 Q1	$37K	Hold	400	–	–	0.01%	38
2016 Q4	$37K	Hold	400	–	–	0.01%	38
2016 Q3	$36K	Hold	400	–	–	0.01%	34
2016 Q2	$30K	Hold	400	–	–	0.01%	34
2016 Q1	$31K	Hold	400	–	–	0.01%	35
2015 Q4	$27K	Hold	400	–	–	0.01%	55
2015 Q3	$26K	Hold	400	–	–	0.01%	34
2015 Q2	$34K	Hold	400	–	–	0.02%	32
2015 Q1	$32K	Hold	400	–	–	0.02%	29
2014 Q4	$37K	Hold	400	–	–	0.01%	34
2014 Q3	$40K	Hold	400	–	–	0.02%	24
2014 Q2	$43K	Hold	400	–	–	0.02%	25
2014 Q1	$40K	Buy	+400	New	+$40K	0.02%	26