Kiely Wealth Advisory Group’s Caterpillar CAT Stock Holding History

Kiely Wealth Advisory Group’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$90.8K	Hold
2024 Q3	$98.5K	Hold
2024 Q2	$83.7K	Hold
2024 Q1	$87.1K	Buy
2023 Q4	$60.5K	Buy