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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$34.2K Buy
88
+15
+21% +$5.82K 0.01% 88
2025
Q1 		$24.1K Hold
73
– – 0.01% 92
2024
Q4 		$26.5K Hold
73
– – 0.01% 85
2024
Q3 		$28.6K Hold
73
– – 0.01% 89
2024
Q2 		$24.3K Buy
+73
New +$24.3K 0.01% 97