Integrated Wealth Counsel’s Caterpillar CAT Stock Holding History

Integrated Wealth Counsel’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
2016 Q4	$203K	Hold
2016 Q3	$194K	Buy
2014 Q1	–	Sell
2013 Q4	$8K	Hold
2013 Q3	$7.42K	Sell
2013 Q2	$96K	Buy