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Trellis Advisors’s Caterpillar CAT Stock Holding History

Trellis Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-828
Closed -$226K – 15
2023
Q3 		$226K Buy
+828
New +$226K 0.1% 81