AS
Altshuler Shaham’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362M | Sell |
932,615
-68,011
| -7% | -$26.4M | 11.49% | 1 |
|
|
2025
Q1 | $330M | Buy |
1,000,626
+1,000,616
| +10,006,160% | +$330M | 8% | 4 |
|
|
2024
Q4 | $3.63K | Sell |
10
-4,501
| -100% | -$1.63M | ﹤0.01% | 313 |
|
|
2024
Q3 | $1.76M | Sell |
4,511
-270,500
| -98% | -$106M | 0.11% | 35 |
|
|
2024
Q2 | $91.6M | Buy |
275,011
+266,969
| +3,320% | +$88.9M | 3.12% | 11 |
|
|
2024
Q1 | $2.95M | Sell |
8,042
-2,714
| -25% | -$994K | 0.12% | 19 |
|
|
2023
Q4 | $3.18M | Buy |
10,756
+1,508
| +16% | +$446K | 0.18% | 15 |
|
|
2023
Q3 | $2.52M | Sell |
9,248
-2,046,979
| -100% | -$559M | 0.07% | 25 |
|
|
2023
Q2 | $506M | Buy |
2,056,227
+1,131,751
| +122% | +$278M | 8.89% | 2 |
|
|
2023
Q1 | $212M | Buy |
924,476
+60,323
| +7% | +$13.8M | 4.63% | 10 |
|
|
2022
Q4 | $207M | Sell |
864,153
-1,760,519
| -67% | -$422M | 8.28% | 6 |
|
|
2022
Q3 | $435M | Buy |
2,624,672
+836,340
| +47% | +$139M | 10.69% | 4 |
|
|
2022
Q2 | $320M | Buy |
1,788,332
+446,072
| +33% | +$79.7M | 4.78% | 10 |
|
|
2022
Q1 | $299M | Buy |
+1,342,260
| New | +$299M | 2.59% | 8 |
|
|
2021
Q3 | – | Sell |
-30
| Closed | -$7K | – | 520 |
|
|
2021
Q2 | $7K | Sell |
30
-1
| -3% | -$233 | ﹤0.01% | 539 |
|
|
2021
Q1 | $7K | Sell |
31
-11
| -26% | -$2.48K | ﹤0.01% | 390 |
|
|
2020
Q4 | $8K | Buy |
+42
| New | +$8K | ﹤0.01% | 351 |
|