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True Link Financial Advisors’s Caterpillar CAT Stock Holding History

True Link Financial Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-68
Closed -$12K – 763
2021
Q3 		$12K Hold
68
– – ﹤0.01% 607
2021
Q2 		$14K Buy
+68
New +$14K ﹤0.01% 534