SFMG
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Sage Financial Management Group’s Caterpillar CAT Stock Holding History

Sage Financial Management Group’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-276
Closed -$64K – 34
2021
Q1 		$64K Buy
+276
New +$64K 0.05% 51