Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Caterpillar CAT Stock Holding History

Envestnet Portfolio Solutions’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.53M Sell
2025
Q1 		$3.95M Sell
2024
Q4 		$5.34M Sell
2024
Q3 		$6.67M Sell
2024
Q2 		$6.15M Sell
2024
Q1 		$8.07M Sell
2023
Q4 		$10.1M Buy
2023
Q3 		$8.8M Buy