Voisard Asset Management Group’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	-11	Closed	-$4.3K	–	156
2024 Q3	$4.3K	Buy	11 +2	+22%	+$782	﹤0.01%	345
2024 Q2	$3K	Hold	9	–	–	﹤0.01%	311
2024 Q1	$3.3K	Hold	9	–	–	﹤0.01%	289
2023 Q4	$2.66K	Buy	+9	New	+$2.66K	﹤0.01%	311