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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$95.4K Hold
2025
Q2
$77.6K Sell
2025
Q1
$98.9K Hold
2024
Q4
$109K Buy