Banque Transatlantique’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.14M Buy
8,049
+519
+7% +$202K 0.09% 50
2025
Q1
$2.48M Sell
7,530
-906
-11% -$299K 0.08% 56
2024
Q4
$3.05M Buy
+8,436
New +$3.05M 0.08% 55