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Cary Street Partners’s Caterpillar CAT Stock Holding History

Cary Street Partners’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 		$7.1M Buy
18,285
+1,591
+10% +$618K 0.2% 127
2025
Q1 		$5.51M Buy
16,694
+1,031
+7% +$340K 0.17% 136
2024
Q4 		$5.68M Buy
+15,663
New +$5.68M 0.18% 122