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Evelyn Partners Investment Management (Europe)’s Caterpillar CAT Stock Holding History

Evelyn Partners Investment Management (Europe)’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
2026
Q1 		$142K Hold
200
– – 0.05% 96
2025
Q4 		$115K Hold
200
– – 0.04% 107
2025
Q3 		$95.4K Hold
200
– – 0.03% 107
2025
Q2 		$77.6K Sell
200
-100
-33% -$33.3K 0.03% 113
2025
Q1 		$98.9K Hold
300
– – 0.04% 98
2024
Q4 		$109K Buy
+300
New +$116K 0.04% 94

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Evelyn Partners Investment Management (Europe)'s CAT Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its Caterpillar (CAT) position steady in Q1 2026 at 200 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #96.

Evelyn Partners Investment Management (Europe) first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,745 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 200 shares of Caterpillar worth $142K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.05% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #96 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,745 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.