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Evelyn Partners Investment Management Services’s Caterpillar CAT Stock Holding History

Evelyn Partners Investment Management Services’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 		$357K Buy
834
+783
+1,535% +$336K 0.05% 89
2025
Q1 		$70.3K Buy
+51
New +$70.3K 0.01% 120