Shorepoint Capital Partners’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-955	Closed	-$218K	–	109
2023 Q1	$218K	Sell	955 -215	-18%	-$49.2K	0.06%	118
2022 Q4	$280K	Buy	+1,170	New	+$280K	0.08%	123