Mirabaud & Cie’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,706
| Closed | -$1.71M | – | 60 |
|
|
2024
Q4 | $1.71M | Buy |
4,706
+153
| +3% | +$55.5K | 0.55% | 30 |
|
|
2024
Q3 | $1.78M | Sell |
4,553
-1,605
| -26% | -$628K | 0.52% | 35 |
|
|
2024
Q2 | $2.05M | Sell |
6,158
-275
| -4% | -$91.6K | 0.69% | 33 |
|
|
2024
Q1 | $2.36M | Sell |
6,433
-1,460
| -18% | -$535K | 0.83% | 31 |
|
|
2023
Q4 | $2.33M | Buy |
+7,893
| New | +$2.33M | 0.78% | 34 |
|