South Shore Capital Advisors’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	-980	Closed	-$218K	–	88
2022 Q1	$218K	Buy	+980	New	+$218K	0.36%	98
2021 Q2	–	Sell	-1,221	Closed	-$283K	–	100
2021 Q1	$283K	Buy	1,221 +696	+133%	+$161K	0.28%	94
2020 Q4	$222K	Buy	+525	New	+$222K	0.22%	110