SVWA
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Sound View Wealth Advisors’s Caterpillar CAT Stock Holding History

Sound View Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$793K Buy
5,855
+1,391
+31% +$188K 0.25% 103
2018
Q4 		$567K Buy
+4,464
New +$567K 0.21% 117