MLL
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Moody Lynn & Lieberson’s Caterpillar CAT Stock Holding History

Moody Lynn & Lieberson’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-7,083
Closed -$657K – 173
2016
Q4 		$657K Buy
7,083
+868
+14% +$80.5K 0.09% 103
2016
Q3 		$552K Buy
+6,215
New +$552K 0.09% 106