Franklin, Parlapiano, Turner & Welch’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-35
Closed -$3K 176
2016
Q2
$3K Hold
35
﹤0.01% 104
2016
Q1
$3K Hold
35
﹤0.01% 109
2015
Q4
$2K Hold
35
﹤0.01% 115
2015
Q3
$2K Buy
+35
New +$2K ﹤0.01% 97