Affinity Wealth Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,608	Closed	-$219K	–	97
2019 Q2	$219K	Sell	1,608 -256	-14%	-$34.9K	0.09%	95
2019 Q1	$253K	Sell	1,864 -300	-14%	-$40.7K	0.1%	87
2018 Q4	$275K	Buy	+2,164	New	+$275K	0.17%	72