Patriot Wealth Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$6.55M Sell
2018
Q3
$8.04M Buy
2018
Q2
$6.99M Buy
2018
Q1
$4.11M Buy