LPWM
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Lake Point Wealth Management’s Caterpillar CAT Stock Holding History

Lake Point Wealth Management’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
Q1 		– Sell
-1,577
Closed -$200K – 698
2018
Q4 		$200K Buy
+1,577
New +$200K 0.07% 152