Bristol Advisors’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,300	Closed	-$520K	–	37
2017 Q4	$520K	Sell	3,300 -4,800	-59%	-$756K	0.33%	49
2017 Q3	$1.01M	Buy	+8,100	New	+$1.01M	1.02%	24