KWAG
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Kiely Wealth Advisory Group’s Caterpillar CAT Stock Holding History

Kiely Wealth Advisory Group’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 		$90.8K Hold
250
– – 0.06% 93
2024
Q3 		$98.5K Hold
250
– – 0.06% 90
2024
Q2 		$83.7K Hold
250
– – 0.05% 81
2024
Q1 		$87.1K Buy
250
+50
+25% +$17.4K 0.05% 76
2023
Q4 		$60.5K Buy
+200
New +$60.5K 0.04% 91