NWWA
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New Wave Wealth Advisors’s Caterpillar CAT Stock Holding History

New Wave Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,106
Closed -$401K – 211
2024
Q4 		$401K Sell
1,106
-12
-1% -$4.35K 0.16% 83
2024
Q3 		$437K Sell
1,118
-97
-8% -$37.9K 0.2% 73
2024
Q2 		$405K Buy
+1,215
New +$405K 0.22% 72