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Bell & Brown Wealth Advisors’s Caterpillar CAT Stock Holding History

Bell & Brown Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,932
Closed -$1.09M – 86
2017
Q4 		$1.09M Buy
+6,932
New +$1.09M 1.13% 39