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Bel Air Investment Advisors’s Caterpillar CAT Stock Holding History

Bel Air Investment Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		$311K Sell
1,431
-1,330
-48% -$289K 0.01% 310
2021
Q1 		$640K Buy
+2,761
New +$640K 0.02% 238