PWM
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PMG Wealth Management’s Caterpillar CAT Stock Holding History

PMG Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-810
Closed -$294K – 43
2024
Q4 		$294K Buy
+810
New +$294K 0.27% 38