MWM
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MFG Wealth Management’s Caterpillar CAT Stock Holding History

MFG 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 		– Sell
-6,589
Closed -$2.17M – 54
2025
Q1 		$2.17M Buy
6,589
+226
+4% +$74.5K 2.08% 20
2024
Q4 		$2.31M Buy
+6,363
New +$2.31M 2.11% 20