Tempus Wealth Planning’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,300	Closed	-$1.3M	–	171
2023 Q2	$1.3M	Hold	5,300	–	–	0.59%	46
2023 Q1	$1.21M	Hold	5,300	–	–	0.59%	44
2022 Q4	$1.27M	Sell	5,300 -343	-6%	-$82.2K	0.77%	32
2022 Q3	$926K	Buy	5,643 +15	+0.3%	+$2.46K	0.62%	45
2022 Q2	$1.01M	Sell	5,628 -18	-0.3%	-$3.22K	0.83%	32
2022 Q1	$1.26M	Buy	5,646 +346	+7%	+$77.1K	0.89%	30
2021 Q4	$1.1M	Hold	5,300	–	–	0.59%	50
2021 Q3	$1.02M	Hold	5,300	–	–	0.58%	49
2021 Q2	$1.15M	Hold	5,300	–	–	0.77%	34
2021 Q1	$1.23M	Hold	5,300	–	–	1.3%	21
2020 Q4	$965K	Hold	5,300	–	–	1.24%	14
2020 Q3	$790K	Hold	5,300	–	–	1.14%	16
2020 Q2	$670K	Hold	5,300	–	–	1%	21
2020 Q1	$615K	Buy	5,300 +500	+10%	+$58K	1.01%	18
2019 Q4	$709K	Buy	+4,800	New	+$709K	0.63%	24