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Broadview Advisors’s Caterpillar CAT Stock Holding History

Broadview 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
2016
Q1 		– Sell
-10,500
Closed -$714K – 95
2015
Q4 		$714K Buy
+10,500
New +$714K 0.1% 87