Ancora Family Wealth Advisors’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q3	$284K	Buy	+3,195	New	+$284K	0.1%	172
2016 Q1	–	Sell	-3,662	Closed	-$249K	–	180
2015 Q4	$249K	Sell	3,662 -2,913	-44%	-$198K	0.11%	158
2015 Q3	$430K	Buy	+6,575	New	+$430K	0.18%	130