BFWM
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Bright Futures Wealth Management’s Caterpillar CAT Stock Holding History

Bright Futures Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,313
Closed -$877K – 144
2024
Q3 		$877K Buy
2,313
+124
+6% +$47K 0.42% 74
2024
Q2 		$702K Hold
2,189
– – 0.38% 78
2024
Q1 		$717K Buy
+2,189
New +$717K 0.39% 76