Tiller Private Wealth’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,054
Closed -$412K 57
2024
Q3
$412K Hold
1,054
0.17% 29
2024
Q2
$351K Hold
1,054
0.15% 31
2024
Q1
$386K Buy
+1,054
New +$386K 0.17% 32