UAM
Unison Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
+606
| New | +$235K | 0.12% | 27 |
|
|
2025
Q1 | – | Sell |
-606
| Closed | -$220K | – | 28 |
|
|
2024
Q4 | $220K | Hold |
606
| – | – | 0.11% | 31 |
|
|
2024
Q3 | $237K | Hold |
606
| – | – | 0.11% | 33 |
|
|
2024
Q2 | $202K | Hold |
606
| – | – | 0.1% | 32 |
|
|
2024
Q1 | $222K | Buy |
+606
| New | +$222K | 0.12% | 33 |
|