Caterpillar Inc - club_index - bivio Investment Clubs

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Caterpillar Inc (CAT)

Quantity Owned: 0.993040

Date ▲	Exec.	Type	Shares	Amount
06/01/2023	bivio	buy	0.0314	6.57
07/03/2023	bivio	sell, lot cost basis	(0.0037)	(0.76)
		sell, LTCG		0.16
08/01/2023	bivio	sell, lot cost basis	(0.0573)	(11.76)
		sell, LTCG		4.78
09/01/2023	bivio	buy	0.0365	10.45
10/02/2023	bivio	sell, lot cost basis	(0.0145)	(2.97)
		sell, LTCG		0.96
11/01/2023	bivio	sell, lot cost basis	(0.0478)	(9.82)
		sell, LTCG		1.27
12/01/2023	bivio	sell, lot cost basis	(0.0090)	(1.85)
		sell, LTCG		0.47
01/02/2024	bivio	sell, lot cost basis	(0.0657)	(13.48)
		sell, LTCG		5.74
02/01/2024	bivio	buy	0.0015	0.46