Achmea Investment Management’s Caterpillar CAT Stock Holding History

Achmea Investment Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$49.7M	Buy	127,903 +6,769	+6%	+$2.63M	0.64%	33
2025 Q1	$40M	Buy	121,134 +12,516	+12%	+$4.13M	0.58%	38
2024 Q4	$39.4M	Sell	108,618 -5,465	-5%	-$1.98M	0.65%	30
2024 Q3	$44.6M	Buy	114,083 +42,370	+59%	+$16.6M	0.74%	26
2024 Q2	$23.9M	Buy	71,713 +35,918	+100%	+$12M	0.43%	54
2024 Q1	$13.1M	Hold	35,795	–	–	0.25%	104
2023 Q4	$10.6M	Sell	35,795 -1,951	-5%	-$577K	0.22%	111
2023 Q3	$10.3M	Buy	37,746 +1,856	+5%	+$507K	0.22%	111
2023 Q2	$8.83M	Buy	35,890 +13,375	+59%	+$3.29M	0.19%	131
2023 Q1	$5.15M	Buy	22,515 +2,580	+13%	+$590K	0.15%	166
2022 Q4	$4.48M	Buy	19,935 +716	+4%	+$161K	0.15%	171
2022 Q3	$3.15M	Sell	19,219 -6,239	-25%	-$1.02M	0.11%	203
2022 Q2	$4.55M	Hold	25,458	–	–	0.15%	164
2022 Q1	$5.67M	Hold	25,458	–	–	0.15%	169
2021 Q4	$5.26M	Hold	25,458	–	–	0.25%	87
2021 Q3	$4.89M	Buy	25,458 +822	+3%	+$158K	0.15%	192
2021 Q2	$5.36M	Sell	24,636 -6,007	-20%	-$1.31M	0.18%	153
2021 Q1	$7.11M	Hold	30,643	–	–	0.25%	111
2020 Q4	$5.58M	Hold	30,643	–	–	0.2%	139
2020 Q3	$4.57M	Buy	+30,643	New	+$4.57M	0.19%	141
2020 Q1	–	Sell	-48,206	Closed	-$7.12M	–	299
2019 Q4	$7.12M	Sell	48,206 -7,915	-14%	-$1.17M	0.27%	88
2019 Q3	$7.09M	Hold	56,121	–	–	0.28%	91
2019 Q2	$7.65M	Sell	56,121 -1,930	-3%	-$263K	0.29%	83
2019 Q1	$7.87M	Sell	58,051 -1,262	-2%	-$171K	0.33%	68
2018 Q4	$7.54M	Sell	59,313 -49,911	-46%	-$6.34M	0.35%	66
2018 Q3	$16.7M	Sell	109,224 -12,437	-10%	-$1.9M	0.63%	31
2018 Q2	$16.5M	Hold	121,661	–	–	0.58%	35
2018 Q1	$17.9M	Sell	121,661 -2,290	-2%	-$337K	0.61%	33
2017 Q4	$19.5M	Buy	123,951 +63,027	+103%	+$9.93M	0.66%	32
2017 Q3	$7.6M	Buy	60,924 +26,877	+79%	+$3.35M	0.43%	55
2017 Q2	$3.66M	Sell	34,047 -4,067	-11%	-$437K	0.22%	116
2017 Q1	$3.54M	Buy	+38,114	New	+$3.54M	0.17%	160