Ameritas Investment Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Sell |
11,250
-108
| -1% | -$41.9K | 0.14% | 119 |
|
|
2025
Q1 | $3.75M | Sell |
11,358
-558
| -5% | -$184K | 0.13% | 134 |
|
|
2024
Q4 | $4.32M | Sell |
11,916
-1,249
| -9% | -$453K | 0.14% | 108 |
|
|
2024
Q3 | $5.15M | Sell |
13,165
-138
| -1% | -$54K | 0.17% | 87 |
|
|
2024
Q2 | $4.43M | Sell |
13,303
-180
| -1% | -$60K | 0.15% | 106 |
|
|
2024
Q1 | $4.94M | Buy |
13,483
+404
| +3% | +$148K | 0.17% | 93 |
|
|
2023
Q4 | $3.87M | Sell |
13,079
-280
| -2% | -$82.8K | 0.14% | 117 |
|
|
2023
Q3 | $3.65M | Sell |
13,359
-260
| -2% | -$71K | 0.15% | 117 |
|
|
2023
Q2 | $3.35M | Buy |
13,619
+129
| +1% | +$31.7K | 0.13% | 147 |
|
|
2023
Q1 | $3.09M | Buy |
13,490
+219
| +2% | +$50.1K | 0.12% | 157 |
|
|
2022
Q4 | $3.26M | Buy |
13,271
+380
| +3% | +$93.4K | 0.13% | 147 |
|
|
2022
Q3 | $2.11M | Buy |
12,891
+317
| +3% | +$52K | 0.09% | 215 |
|
|
2022
Q2 | $2.25M | Sell |
12,574
-189
| -1% | -$33.8K | 0.1% | 209 |
|
|
2022
Q1 | $2.84M | Buy |
12,763
+942
| +8% | +$210K | 0.1% | 200 |
|
|
2021
Q4 | $2.44M | Sell |
11,821
-274
| -2% | -$56.6K | 0.08% | 265 |
|
|
2021
Q3 | $2.32M | Buy |
12,095
+84
| +0.7% | +$16.1K | 0.08% | 255 |
|
|
2021
Q2 | $2.61M | Sell |
12,011
-416
| -3% | -$90.5K | 0.09% | 229 |
|
|
2021
Q1 | $2.77M | Sell |
12,427
-355
| -3% | -$79K | 0.11% | 197 |
|
|
2020
Q4 | $2.33M | Sell |
12,782
-3,344
| -21% | -$609K | 0.11% | 223 |
|
|
2020
Q3 | $2.4M | Sell |
16,126
-1,832
| -10% | -$273K | 0.11% | 183 |
|
|
2020
Q2 | $2.27M | Sell |
17,958
-254
| -1% | -$32.1K | 0.11% | 178 |
|
|
2020
Q1 | $2.11M | Buy |
18,212
+276
| +2% | +$32K | 0.12% | 159 |
|
|
2019
Q4 | $2.65M | Buy |
17,936
+707
| +4% | +$104K | 0.12% | 166 |
|
|
2019
Q3 | $2.18M | Sell |
17,229
-572
| -3% | -$72.2K | 0.1% | 212 |
|
|
2019
Q2 | $2.43M | Sell |
17,801
-307
| -2% | -$41.8K | 0.11% | 188 |
|
|
2019
Q1 | $2.45M | Sell |
18,108
-320
| -2% | -$43.3K | 0.11% | 177 |
|
|
2018
Q4 | $2.34M | Sell |
18,428
-153
| -0.8% | -$19.4K | 0.13% | 157 |
|
|
2018
Q3 | $2.83M | Sell |
18,581
-309
| -2% | -$47.1K | 0.13% | 155 |
|
|
2018
Q2 | $2.56M | Sell |
18,890
-1,155
| -6% | -$157K | 0.12% | 168 |
|
|
2018
Q1 | $2.95M | Sell |
20,045
-3,498
| -15% | -$515K | 0.14% | 144 |
|
|
2017
Q4 | $3.45M | Sell |
23,543
-409
| -2% | -$60K | 0.16% | 124 |
|
|
2017
Q3 | $2.89M | Buy |
23,952
+656
| +3% | +$79.2K | 0.14% | 149 |
|
|
2017
Q2 | $2.5M | Sell |
23,296
-986
| -4% | -$106K | 0.12% | 181 |
|
|
2017
Q1 | $2.25M | Buy |
24,282
+1,630
| +7% | +$151K | 0.11% | 199 |
|
|
2016
Q4 | $2.1M | Sell |
22,652
-40
| -0.2% | -$3.71K | 0.11% | 225 |
|
|
2016
Q3 | $2.01M | Buy |
22,692
+9,224
| +68% | +$818K | 0.11% | 204 |
|
|
2016
Q2 | $1.02M | Buy |
13,468
+638
| +5% | +$48.3K | 0.07% | 295 |
|
|
2016
Q1 | $982K | Sell |
12,830
-130
| -1% | -$9.95K | 0.07% | 312 |
|
|
2015
Q4 | $880K | Buy |
12,960
+23
| +0.2% | +$1.56K | 0.06% | 335 |
|
|
2015
Q3 | $845K | Buy |
12,937
+500
| +4% | +$32.7K | 0.06% | 324 |
|
|
2015
Q2 | $1.06M | Hold |
12,437
| – | – | 0.07% | 286 |
|
|
2015
Q1 | $995K | Sell |
12,437
-1,166
| -9% | -$93.3K | 0.07% | 305 |
|
|
2014
Q4 | $1.25M | Sell |
13,603
-94
| -0.7% | -$8.6K | 0.09% | 236 |
|
|
2014
Q3 | $1.36M | Sell |
13,697
-686
| -5% | -$67.9K | 0.1% | 227 |
|
|
2014
Q2 | $1.56M | Buy |
14,383
+1,779
| +14% | +$193K | 0.11% | 208 |
|
|
2014
Q1 | $1.25M | Sell |
12,604
-16,136
| -56% | -$1.6M | 0.1% | 241 |
|
|
2013
Q4 | $2.61M | Sell |
28,740
-4,518
| -14% | -$410K | 0.21% | 108 |
|
|
2013
Q3 | $2.77M | Buy |
33,258
+13,416
| +68% | +$1.12M | 0.26% | 77 |
|
|
2013
Q2 | $1.64M | Buy |
+19,842
| New | +$1.64M | 0.45% | 89 |
|