MWM
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Marietta Wealth Management’s Caterpillar CAT Stock Holding History

Marietta 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
2017
Q1 		– Sell
-14,119
Closed -$1.31M – 114
2016
Q4 		$1.31M Buy
+14,119
New +$1.31M 1.05% 39