Unison Asset Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
2025
Q1
Sell
2024
Q4
$220K Hold
2024
Q3
$237K Hold
2024
Q2
$202K Hold
2024
Q1
$222K Buy