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Independence Advisors’s Caterpillar CAT Stock Holding History

Independence Advisors’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
-1,313
Closed -$200K – 90
2018
Q3 		$200K Buy
+1,313
New +$200K 0.06% 89