O'Brien Wealth Partners’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-145	Closed	-$22K	–	68
2018 Q3	$22K	Buy	+145	New	+$22K	0.01%	99
2018 Q2	–	Sell	-145	Closed	-$21K	–	111
2018 Q1	$21K	Buy	+145	New	+$21K	0.01%	92