City National Bank of Florida’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$431K	Sell	1,111 -6	-0.5%	-$2.33K	0.31%	63
2025 Q1	$368K	Buy	1,117 +218	+24%	+$71.9K	0.33%	66
2024 Q4	$326K	Buy	+899	New	+$326K	0.3%	69