PMWMG
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Parr McKnight Wealth Management Group’s Caterpillar CAT Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$786K Buy
2,025
+3
+0.1% +$1.17K 0.11% 170
2025
Q1 		$667K Hold
2,022
– – 0.1% 174
2024
Q4 		$734K Buy
+2,022
New +$734K 0.11% 166