WA
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Winfield Associates’s Caterpillar CAT Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-160
Closed -$26K – 199
2017
Q4 		$26K Hold
160
– – 0.01% 267
2017
Q3 		$20K Hold
160
– – 0.01% 291
2017
Q2 		$17K Hold
160
– – 0.01% 318
2017
Q1 		$15K Hold
160
– – 0.01% 312
2016
Q4 		$15K Hold
160
– – 0.01% 300
2016
Q3 		$14K Hold
160
– – 0.01% 295
2016
Q2 		$12K Hold
160
– – 0.01% 304
2016
Q1 		$12K Buy
+160
New +$10.7K 0.01% 292

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