Waverton Investment Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$218K	Buy	+562	New	+$218K	﹤0.01%	103
2025 Q1	–	Sell	-562	Closed	-$204K	–	105
2024 Q4	$204K	Buy	+562	New	+$204K	﹤0.01%	98
2013 Q4	–	Sell	-14,350	Closed	-$1.2M	–	166
2013 Q3	$1.2M	Buy	+14,350	New	+$1.2M	0.07%	164