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Legacy Wealth Management (Mississippi)’s Caterpillar CAT Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,400
Closed -$207K – 98
2019
Q4 		$207K Buy
+1,400
New +$207K 0.18% 100