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SYSTM Wealth Solutions’s Caterpillar CAT Stock Holding History

SYSTM Wealth Solutions’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-282
Closed -$83.5K – 992
2023
Q4 		$83.5K Buy
+282
New +$83.5K 0.01% 484
2023
Q1 		– Sell
-888
Closed -$213K – 476
2022
Q4 		$213K Buy
+888
New +$213K 0.03% 489