Surevest’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$33K	Sell	200 -74	-27%	-$12.2K	0.01%	208
2022 Q2	$49K	Buy	274 +74	+37%	+$13.2K	0.01%	201
2022 Q1	$45K	Buy	200 +20	+11%	+$4.5K	0.01%	191
2021 Q4	$37K	Buy	+180	New	+$37K	0.01%	204