TMD Wealth Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-702	Closed	-$257K	–	55
2024 Q1	$257K	Hold	702	–	–	0.06%	51
2023 Q4	$208K	Buy	+702	New	+$208K	0.05%	54