TriaGen Wealth Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,556	Closed	-$373K	–	163
2022 Q4	$373K	Buy	+1,556	New	+$373K	0.21%	112