DWM
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Dynasty Wealth Management’s Caterpillar CAT Stock Holding History

Dynasty Wealth Management’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
Q4 		– Sell
-1,508
Closed -$230K – 20
2018
Q3 		$230K Buy
+1,508
New +$230K 0.3% 100