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Wela Strategies’s Caterpillar CAT Stock Holding History

Wela Strategies’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,555
Closed -$283K – 45
2020
Q4 		$283K Sell
1,555
-111
-7% -$20.2K 0.16% 32
2020
Q3 		$248K Buy
+1,666
New +$248K 0.16% 33