Catalyst Financial Partners’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
788
+73
+10% +$23.9K 0.03% 254
2025
Q1
$224K Buy
715
+26
+4% +$8.15K 0.04% 253
2024
Q4
$240K Buy
689
+20
+3% +$6.97K 0.05% 242
2024
Q3
$217K Buy
+669
New +$217K 0.04% 249