Towerpoint 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	-517	Closed	-$202K	–	82
2024 Q3	$202K	Sell	517 -141	-21%	-$55.1K	0.1%	84
2024 Q2	$219K	Buy	658 +50	+8%	+$16.7K	0.11%	76
2024 Q1	$223K	Buy	+608	New	+$223K	0.11%	76