AFWM
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Abich Financial Wealth Management’s Caterpillar CAT Stock Holding History

Abich Financial Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-215
Closed -$71.5K – 447
2024
Q2 		$71.5K Buy
215
+38
+21% +$12.6K 0.05% 128
2024
Q1 		$64.9K Buy
177
+13
+8% +$4.76K 0.05% 121
2023
Q4 		$48.5K Buy
+164
New +$48.5K 0.05% 115