Cercano Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$846K Hold
2,180
0.02% 96
2025
Q1
$719K Hold
2,180
0.02% 95
2024
Q4
$791K Hold
2,180
0.02% 116
2024
Q3
$853K Buy
+2,180
New +$853K 0.02% 100