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Crestone Asset Management’s Caterpillar CAT Stock Holding History

Crestone Asset Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,255
Closed -$343K – 110
2023
Q3 		$343K Buy
+1,255
New +$343K 0.08% 69