LWM
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Lyons Wealth Management’s Caterpillar CAT Stock Holding History

Lyons 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
2016
Q1 		– Hold
0
– – – 50
2015
Q4 		– Hold
0
– – – 58
2013
Q3 		– Sell
-1,157
Closed -$95K – 56
2013
Q2 		$95K Buy
+1,157
New +$95K 0.1% 63