Steward Financial Group’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$202K	Hold	741	–	–	0.06%	72
2023 Q2	$182K	Buy	+741	New	+$182K	0.06%	67
2022 Q3	–	Sell	-63	Closed	-$11K	–	270
2022 Q2	$11K	Buy	+63	New	+$11K	0.01%	227