LGWM
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Litman Gregory Wealth Management’s Caterpillar CAT Stock Holding History

Litman Gregory Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-600
Closed -$76K – 134
2018
Q4 		$76K Buy
+600
New +$76K 0.02% 63
2018
Q2 		– Sell
-125
Closed -$18K – 106
2018
Q1 		$18K Buy
+125
New +$18K 0.01% 130