WSA
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Willow Street Advisors’s Caterpillar CAT Stock Holding History

Willow Street Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2013
Q4 		$2.97M Buy
32,735
+1,300
+4% +$118K 1.66% 17
2013
Q3 		$2.62M Buy
31,435
+6,275
+25% +$523K 1.62% 17
2013
Q2 		$2.45M Buy
+25,160
New +$2.45M 1.57% 16