Evelyn Partners Investment Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$996K	Buy	8,158 +2,172	+36%	+$265K	0.04%	99
2025 Q1	$991K	Buy	+5,986	New	+$991K	0.05%	98