Raymond James Financial’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$377M Sell
972,410
-5,046
-0.5% -$1.96M 0.13% 133
2025
Q1
$322M Buy
977,456
+3,726
+0.4% +$1.23M 0.12% 150
2024
Q4
$353M Buy
+973,730
New +$353M 0.13% 135