SWS Partners’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-294	Closed	-$98K	–	133
2024 Q2	$98K	Buy	+294	New	+$98K	0.03%	130
2018 Q2	–	Sell	-11	Closed	-$2K	–	133
2018 Q1	$2K	Hold	11	–	–	﹤0.01%	351
2017 Q4	$2K	Buy	+11	New	+$2K	﹤0.01%	363