Triumph Capital Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-864	Closed	-$256K	–	229
2023 Q4	$256K	Buy	+864	New	+$256K	0.11%	169