WA
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Wealth Advisors’s Caterpillar CAT Stock Holding History

Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-785
Closed -$166K – 74
2021
Q2 		$166K Sell
785
-105
-12% -$22.2K 0.06% 69
2021
Q1 		$203K Buy
+890
New +$203K 0.08% 67