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Bell Asset Management’s Caterpillar CAT Stock Holding History

Bell Asset 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
2025
Q2 		$4.59M Sell
11,831
-3,150
-21% -$1.22M 1.01% 43
2025
Q1 		$4.94M Buy
+14,981
New +$4.94M 0.91% 53