Winthrop Partners - WNY’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$1.01M Hold
2019
Q2
$1.09M Hold
2019
Q1
$1.12M Hold
2018
Q4
$1.02M Hold
2018
Q3
$1.22M Hold
2018
Q2
$1.09M Hold
2018
Q1
$1.14M Hold
2017
Q4
$1.27M Buy