IAG
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Investmark Advisory Group’s Caterpillar CAT Stock Holding History

Investmark Advisory Group’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-68
Closed -$14K – 124
2021
Q4 		$14K Buy
+68
New +$14K 0.01% 250