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Palisades Hudson Asset Management’s Caterpillar CAT Stock Holding History

Palisades Hudson Asset Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-595
Closed -$216K – 103
2024
Q4 		$216K Hold
595
– – 0.09% 95
2024
Q3 		$233K Buy
+595
New +$233K 0.1% 88
2024
Q2 		– Sell
-595
Closed -$218K – 93
2024
Q1 		$218K Buy
+595
New +$218K 0.1% 89