Vantage 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
-600
Closed -$235K 33
2024
Q3
$235K Buy
+600
New +$235K 0.05% 32
2024
Q2
Sell
-600
Closed -$220K 35
2024
Q1
$220K Buy
+600
New +$220K 0.05% 33