Rowland Carmichael Advisors’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-12,379	Closed	-$1.15M	–	288
2016 Q4	$1.15M	Sell	12,379 -179	-1%	-$16.6K	0.68%	32
2016 Q3	$1.12M	Buy	12,558 +197	+2%	+$17.5K	0.71%	35
2016 Q2	$937K	Buy	12,361 +2,172	+21%	+$165K	0.59%	57
2016 Q1	$780K	Buy	+10,189	New	+$780K	0.72%	42