Gary Goldberg Planning Services’s Caterpillar CAT Stock Holding History

Gary Goldberg Planning Services’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$140K	Sell
2014 Q3	$248K	Buy
2014 Q2	$267K	Buy
2014 Q1	$244K	Buy
2013 Q4	$134K	Buy
2013 Q3	$114K	Sell
2013 Q2	$127K	Buy