Swan Capital’s Caterpillar CAT Stock Holding History

Swan 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
2025 Q3	$34.8K	Sell
2025 Q2	$34.2K	Buy
2025 Q1	$24.1K	Hold
2024 Q4	$26.5K	Hold
2024 Q3	$28.6K	Hold
2024 Q2	$24.3K	Buy