Gratus Capital’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$707K Buy
2,123
+846
+66% +$282K 0.03% 211
2024
Q1
$468K Buy
+1,277
New +$468K 0.02% 228