KWA
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KCS Wealth Advisory’s Caterpillar CAT Stock Holding History

KCS Wealth Advisory’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-605
Closed -$76.4K – 183
2019
Q3 		$76.4K Buy
+605
New +$76.4K 0.05% 216