BWM
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BT Wealth Management’s Caterpillar CAT Stock Holding History

BT Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,797
Closed -$265K – 59
2019
Q4 		$265K Buy
+1,797
New +$265K 0.13% 52