Kelman-Lazarov Inc’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-300	Closed	-$26.3K	–	317
2016 Q3	$26.3K	Hold	300	–	–	0.01%	228
2016 Q2	$22.9K	Hold	300	–	–	0.01%	229
2016 Q1	$23K	Buy	+300	New	+$23K	0.01%	237