Willingdon Wealth Management’s Caterpillar CAT Stock Holding History

Willingdon Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell
2019 Q4	$13K	Buy
2019 Q3	$3K	Buy
2018 Q4	–	Sell
2018 Q3	$19K	Buy
2014 Q1	–	Sell
2013 Q4	$833K	Buy