LWS

Lucia Wealth Services’s Caterpillar CAT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-494	Closed	-$75K	–	181
2018 Q3	$75K	Buy	494 +1	+0.2%	+$152	0.02%	172
2018 Q2	$67K	Buy	493 +156	+46%	+$21.2K	0.03%	152
2018 Q1	$50K	Buy	+337	New	+$50K	0.02%	144