SCS Capital Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.12M	Buy	5,465 +20	+0.4%	+$7.76K	0.02%	220
2025 Q1	$1.8M	Buy	+5,445	New	+$1.8M	0.02%	212