WIA
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Wetzel Investment Advisors’s Caterpillar CAT Stock Holding History

Wetzel Investment Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8
Closed -$2.93K – 236
2024
Q2 		$2.93K Hold
8
– – ﹤0.01% 678
2024
Q1 		$2.86K Hold
8
– – ﹤0.01% 777
2023
Q4 		$2K Buy
+8
New +$2K ﹤0.01% 850