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M3 Advisory Group’s Caterpillar CAT Stock Holding History

M3 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 		– Sell
-518
Closed -$203K – 148
2024
Q3 		$203K Buy
+518
New +$203K 0.15% 147