Evolution Wealth Advisors’s Caterpillar CAT Stock Holding History

Evolution Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$239K	Buy
2021 Q4	–	Sell
2021 Q3	$15K	Hold
2021 Q2	$17K	Hold
2021 Q1	$18K	Hold
2020 Q4	$14K	Hold
2020 Q3	$12K	Hold
2020 Q2	$10K	Buy
2020 Q1	–	Sell
2019 Q4	$12K	Buy