VAFP
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Vahanian & Associates Financial Planning’s Caterpillar CAT Stock Holding History

Vahanian & Associates Financial Planning’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,250
Closed -$465K – 76
2021
Q4 		$465K Buy
+2,250
New +$465K 0.37% 74