Strategic Planning Group’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,355	Closed	-$2.33M	–	80
2024 Q1	$2.33M	Buy	6,355 +445	+8%	+$163K	0.58%	57
2023 Q4	$1.75M	Buy	+5,910	New	+$1.75M	0.58%	61