Successful Portfolios’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-549	Closed	-$215K	–	163
2024 Q3	$215K	Buy	+549	New	+$215K	0.15%	145
2024 Q2	–	Sell	-703	Closed	-$258K	–	159
2024 Q1	$258K	Hold	703	–	–	0.18%	125
2023 Q4	$208K	Buy	+703	New	+$208K	0.16%	150