Integrated Wealth Management (Palm Desert)’s Caterpillar CAT Stock Holding History

Integrated Wealth Management (Palm Desert)’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	–	Sell
2016 Q3	$111K	Buy
2016 Q2	$70K	Buy
2016 Q1	$65K	Buy
2015 Q4	$58K	Buy
2015 Q3	$55K	Sell
2015 Q2	$126K	Sell
2015 Q1	$122K	Buy