NWS
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Newport Wealth Strategies’s Caterpillar CAT Stock Holding History

Newport Wealth Strategies’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$237K Hold
1,235
– – 0.14% 100
2021
Q2 		$269K Hold
1,235
– – 0.16% 95
2021
Q1 		$286K Buy
+1,235
New +$286K 0.18% 83