PWM
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Partnership Wealth Management’s Caterpillar CAT Stock Holding History

Partnership Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-88
Closed -$34.4K – 87
2024
Q3 		$34.4K Hold
88
– – 0.02% 132
2024
Q2 		$29.3K Hold
88
– – 0.02% 164
2024
Q1 		$32.2K Hold
88
– – 0.02% 161
2023
Q4 		$26.4K Buy
+88
New +$26.4K 0.02% 164