Waverton Investment Management’s Caterpillar CAT Stock Holding History

Waverton Investment 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	$268K	Hold
2025 Q2	$218K	Buy
2025 Q1	–	Sell
2024 Q4	$204K	Buy
2013 Q4	–	Sell
2013 Q3	$1.2M	Buy