Westbourne Investment Advisors’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	-1,400	Closed	-$207K	–	86
2019 Q4	$207K	Buy	+1,400	New	+$207K	0.14%	93
2018 Q4	–	Sell	-1,000	Closed	-$152K	–	99
2018 Q3	$152K	Buy	+1,000	New	+$152K	0.11%	108