Vivaldi Capital Management’s Caterpillar CAT Stock Holding History

Vivaldi Capital Management’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	$6.75M	Sell
2025 Q2	$6.4M	Sell
2025 Q1	$5.48M	Sell
2024 Q4	$6.84M	Buy
2024 Q3	$243K	Buy
2021 Q1	–	Sell
2020 Q4	$380K	Buy
2020 Q3	$346K	Buy