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One Wealth Advisors’s Caterpillar CAT Stock Holding History

One Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-344
Closed -$82.4K – 256
2022
Q4 		$82.4K Buy
+344
New +$82.4K 0.02% 323