Bellwether Investment Group’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-211	Closed	-$20K	–	153
2017 Q1	$20K	Sell	211 -5,015	-96%	-$475K	0.05%	307
2016 Q4	$485K	Buy	+5,226	New	+$485K	0.44%	59
2016 Q2	$415K	Buy	+5,471	New	+$415K	0.46%	62