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Cypress Wealth Services’s Caterpillar CAT Stock Holding History

Cypress Wealth Services’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,114
Closed -$203K – 297
2020
Q4 		$203K Buy
+1,114
New +$203K 0.05% 274