Surevest’s Caterpillar CAT Stock Holding History

Surevest’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$33K	Sell
2022 Q2	$49K	Buy
2022 Q1	$45K	Buy
2021 Q4	$37K	Buy