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Permanens Capital’s Caterpillar CAT Stock Holding History

Permanens Capital’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,390
Closed -$3.38M – 31
2023
Q3 		$3.38M Buy
12,390
+520
+4% +$141K 0.58% 13
2023
Q2 		$2.92M Sell
11,870
-3,590
-23% -$800K 0.67% 15
2023
Q1 		$3.54M Sell
15,460
-140
-0.9% -$33.8K 0.77% 14
2022
Q4 		$3.74M Sell
15,600
-2,020
-11% -$440K 0.91% 9
2022
Q3 		$2.89M Sell
17,620
-10,163
-37% -$1.86M 0.65% 14
2022
Q2 		$4.97M Hold
27,783
– – 1% 15
2022
Q1 		$6.19M Sell
27,783
-11,495
-29% -$2.41M 0.96% 18
2021
Q4 		$8.12M Hold
39,278
– – 1.28% 20
2021
Q3 		$7.54M Buy
+39,278
New +$8.18M 1.37% 22

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