Patriot Wealth Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	$6.55M	Sell	51,517 -1,175	-2%	-$149K	0.96%	44
2018 Q3	$8.04M	Buy	52,692 +1,161	+2%	+$177K	1.01%	46
2018 Q2	$6.99M	Buy	51,531 +23,647	+85%	+$3.21M	0.96%	43
2018 Q1	$4.11M	Buy	+27,884	New	+$4.11M	0.59%	58