Mercer Capital Advisers’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$48K	Hold	250	–	–	0.03%	141
2021 Q2	$54K	Sell	250 -50	-17%	-$10.8K	0.03%	149
2021 Q1	$70K	Buy	300 +50	+20%	+$11.7K	0.04%	139
2020 Q4	$46K	Hold	250	–	–	0.03%	144
2020 Q3	$37K	Hold	250	–	–	0.02%	149
2020 Q2	$32K	Hold	250	–	–	0.02%	149
2020 Q1	$20K	Buy	250 +100	+67%	+$8K	0.01%	158
2019 Q4	$22K	Hold	150	–	–	0.01%	168
2019 Q3	$19K	Hold	150	–	–	0.01%	174
2019 Q2	$20K	Hold	150	–	–	0.01%	175
2019 Q1	$20K	Hold	150	–	–	0.01%	177
2018 Q4	$19K	Hold	150	–	–	0.01%	178
2018 Q3	$23K	Hold	150	–	–	0.02%	173
2018 Q2	$20K	Hold	150	–	–	0.01%	189
2018 Q1	$22K	Hold	150	–	–	0.02%	179
2017 Q4	$23K	Hold	150	–	–	0.02%	177
2017 Q3	$19K	Hold	150	–	–	0.01%	193
2017 Q2	$16K	Hold	150	–	–	0.01%	207
2017 Q1	$14K	Hold	150	–	–	0.01%	212
2016 Q4	$14K	Hold	150	–	–	0.01%	213
2016 Q3	$13K	Hold	150	–	–	0.01%	229
2016 Q2	$11K	Hold	150	–	–	0.01%	232
2016 Q1	$11K	Hold	150	–	–	0.01%	228
2015 Q4	$10K	Hold	150	–	–	0.01%	242
2015 Q3	$10K	Hold	150	–	–	0.01%	235
2015 Q2	$13K	Hold	150	–	–	0.01%	236
2015 Q1	$12K	Hold	150	–	–	0.01%	242
2014 Q4	$14K	Buy	+150	New	+$14K	0.01%	230