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FMB Wealth Management’s Caterpillar CAT Stock Holding History

FMB 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
2023
Q1 		– Sell
-1,170
Closed -$280K – 54
2022
Q4 		$280K Buy
+1,170
New +$280K 0.36% 37