Cornerstone Financial Partners’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q4	$3.76M	Sell	23,828 -667	-3%	-$105K	1.23%	25
2017 Q3	$3.05M	Sell	24,495 -1,629	-6%	-$203K	1.16%	23
2017 Q2	$2.81M	Buy	+26,124	New	+$2.81M	1.11%	24