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Evelyn Partners Asset Management’s Caterpillar CAT Stock Holding History

Evelyn Partners 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 		$7.38K Sell
19
-2,206
-99% -$856K ﹤0.01% 113
2025
Q1 		$6.27K Buy
+2,225
New +$6.27K ﹤0.01% 85