FWM
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Fairhaven Wealth Management’s Caterpillar CAT Stock Holding History

Fairhaven 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
Q4 		$2.39M Buy
6,580
+131
+2% +$47.5K 0.75% 30
2024
Q3 		$2.52M Buy
6,449
+157
+2% +$61.4K 0.77% 30
2024
Q2 		$2.1M Buy
+6,292
New +$2.1M 0.69% 32