Rice Partnership’s Caterpillar CAT Stock Holding History

Rice Partnership’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
2025 Q3	$1.8M	Sell
2025 Q2	$1.52M	Buy
2020 Q1	–	Sell
2019 Q4	$193K	Buy