Skip to main content

Catalyst Wealth Management, LLC

SEC CIK
0001936191
Latest filing
Apr 11, 2023

CMI holding history

Cummins Inc in every 13F filed by Catalyst Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMI overviewAll 13F holders of CMIFull Q1 2023 holdings

Shares (Q1 2023)
4,464
Value
$1.07M
% of portfolio
1.0%
Quarters held
2
Since Q4 2022
Holdings of CMI by Catalyst Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20234,464$1.07M1.0%+257+6.1%AddedHolders
Q4 20224,207$1.02M1.0%–No prior filingHolders