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Union Bancaire Privee’s Caterpillar CAT Stock Holding History

Union Bancaire Privee’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.15M Sell
18,458
-8,386
-31% -$2.79M 0.09% 109
2025
Q1 		$8.4M Buy
26,844
+5,384
+25% +$1.68M 0.16% 68
2024
Q4 		$7.4M Buy
+21,460
New +$7.4M 0.13% 85