MWM
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Mindset Wealth Management’s Caterpillar CAT Stock Holding History

Mindset 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 		$467K Buy
1,204
+2
+0.2% +$776 0.15% 78
2025
Q1 		$396K Buy
1,202
+1
+0.1% +$330 0.15% 82
2024
Q4 		$436K Buy
1,201
+83
+7% +$30.1K 0.16% 72
2024
Q3 		$437K Buy
+1,118
New +$437K 0.18% 66