J. Safra Sarasin Holding’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7M | Sell |
66,117
-838
| -1% | -$325K | 0.44% | 67 |
|
|
2025
Q1 | $22.1M | Sell |
66,955
-1,312
| -2% | -$433K | 0.4% | 71 |
|
|
2024
Q4 | $24.8M | Sell |
68,267
-4,063
| -6% | -$1.47M | 0.42% | 64 |
|
|
2024
Q3 | $28.3M | Sell |
72,330
-6,791
| -9% | -$2.66M | 0.49% | 62 |
|
|
2024
Q2 | $26.3M | Buy |
+79,121
| New | +$26.3M | 0.48% | 60 |
|