Swaine & Leidel Wealth Services’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-20,087	Closed	-$2.97M	–	54
2019 Q4	$2.97M	Sell	20,087 -344	-2%	-$50.8K	2.47%	21
2019 Q3	$2.58M	Buy	+20,431	New	+$2.58M	2.34%	19