SSWM
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Sheets Smith Wealth Management’s Caterpillar CAT Stock Holding History

Sheets Smith Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,600
Closed -$383K – 309
2018
Q1 		$383K Sell
2,600
-50
-2% -$7.37K 0.09% 219
2017
Q4 		$418K Buy
2,650
+65
+3% +$10.3K 0.1% 212
2017
Q3 		$322K Buy
+2,585
New +$322K 0.08% 233