J. Safra Sarasin Holding’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$32.8M Buy
2025
Q2
$25.7M Sell
2025
Q1
$22.1M Sell
2024
Q4
$24.8M Sell
2024
Q3
$28.3M Sell
2024
Q2
$26.3M Buy