MWM
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Mittelman Wealth Management’s Caterpillar CAT Stock Holding History

Mittelman Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,287
Closed -$1.43M – 37
2024
Q2 		$1.43M Sell
4,287
-156
-4% -$52K 0.93% 26
2024
Q1 		$1.63M Buy
+4,443
New +$1.63M 1.1% 23