MCM
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Morton Capital Management’s Caterpillar CAT Stock Holding History

Morton Capital Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$228K Sell
587
-34
-5% -$13.2K 0.04% 109
2025
Q1 		$205K Sell
621
-19
-3% -$6.27K 0.04% 105
2024
Q4 		$232K Hold
640
– – 0.04% 102
2024
Q3 		$250K Buy
+640
New +$250K 0.05% 93