Gupta Wealth Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$90K Sell
2015
Q4
$379K Buy
2015
Q3
$330K Sell
2015
Q2
$471K Buy
2015
Q1
$108K Buy