Confluence Wealth Management’s Caterpillar CAT Stock Holding History

Confluence Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell
2014 Q3	$1.26M	Sell
2014 Q2	$1.43M	Buy
2014 Q1	$1.27M	Buy