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Sovran Advisors’s Caterpillar CAT Stock Holding History

Sovran Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$971K Buy
2,462
+448
+22% +$177K 0.1% 211
2025
Q1 		$593K Sell
2,014
-69
-3% -$20.3K 0.08% 257
2024
Q4 		$774K Buy
+2,083
New +$774K 0.11% 185