Southern 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
-6,693
Closed -$1.49M 67
2022
Q1
$1.49M Sell
6,693
-39
-0.6% -$8.69K 1.02% 21
2021
Q4
$1.39M Buy
+6,732
New +$1.39M 0.86% 29