Legacy Wealth Partners’s Caterpillar CAT Stock Holding History

Legacy Wealth Partners’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$1.1M	Sell
2021 Q1	$1.34M	Sell
2020 Q4	$1.21M	Buy
2020 Q3	$783K	Buy
2020 Q2	–	Sell
2020 Q1	$395K	Buy
2019 Q4	$376K	Buy