Hefty Wealth Partners’s Caterpillar CAT Stock Holding History

Hefty Wealth Partners’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$59K	Hold
2017 Q4	$63K	Hold
2017 Q3	$50K	Hold
2017 Q2	$42K	Hold
2017 Q1	$37K	Hold
2016 Q4	$37K	Hold
2016 Q3	$35K	Buy