FWM
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ForthRight Wealth Management’s Caterpillar CAT Stock Holding History

ForthRight 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
-584
Closed -$228K – 61
2024
Q3 		$228K Buy
+584
New +$228K 0.08% 58
2024
Q2 		– Sell
-584
Closed -$214K – 66
2024
Q1 		$214K Buy
+584
New +$214K 0.08% 64