DWM
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DKM Wealth Management’s Caterpillar CAT Stock Holding History

DKM Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$227K Buy
+585
New +$227K 0.2% 46
2025
Q1 		– Sell
-585
Closed -$212K – 53
2024
Q4 		$212K Buy
+585
New +$212K 0.2% 44