TCWP’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,168	Closed	-$280K	–	248
2022 Q4	$280K	Buy	+1,168	New	+$280K	0.06%	222
2022 Q2	–	Sell	-475	Closed	-$105K	–	513
2022 Q1	$105K	Buy	+475	New	+$105K	0.02%	339