IJWM
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Inman Jager Wealth Management’s Caterpillar CAT Stock Holding History

Inman Jager 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 		$1.83M Buy
4,722
+214
+5% +$83.1K 1.24% 23
2025
Q1 		$1.49M Sell
4,508
-152
-3% -$50.1K 1.11% 27
2024
Q4 		$1.69M Buy
+4,660
New +$1.69M 1.32% 19