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Cynosure Advisors’s Caterpillar CAT Stock Holding History

Cynosure 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
2018
Q3 		$549K Sell
3,600
-2,968
-45% -$453K 0.23% 13
2018
Q2 		$891K Hold
6,568
– – 0.24% 49
2018
Q1 		$968K Buy
6,568
+29
+0.4% +$4.27K 0.24% 44
2017
Q4 		$1.03M Buy
+6,539
New +$1.03M 0.24% 42