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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$77.6K Sell
200
-5,786
-97% -$2.24M 0.06% 62
2025
Q1 		$99K Buy
+5,986
New +$99K 0.09% 60