Azimuth Capital 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 | $4.1M | Sell |
10,570
-1,240
| -10% | -$481K | 0.15% | 160 |
|
|
2025
Q1 | $3.89M | Sell |
11,810
-515
| -4% | -$170K | 0.16% | 159 |
|
|
2024
Q4 | $4.47M | Sell |
12,325
-225
| -2% | -$81.6K | 0.17% | 147 |
|
|
2024
Q3 | $4.91M | Buy |
12,550
+590
| +5% | +$231K | 0.19% | 147 |
|
|
2024
Q2 | $3.98M | Sell |
11,960
-300
| -2% | -$99.9K | 0.16% | 157 |
|
|
2024
Q1 | $4.49M | Sell |
12,260
-300
| -2% | -$110K | 0.19% | 152 |
|
|
2023
Q4 | $3.71M | Sell |
12,560
-125
| -1% | -$37K | 0.17% | 157 |
|
|
2023
Q3 | $3.46M | Sell |
12,685
-180
| -1% | -$49.1K | 0.17% | 163 |
|
|
2023
Q2 | $3.17M | Buy |
12,865
+500
| +4% | +$123K | 0.15% | 171 |
|
|
2023
Q1 | $2.83M | Sell |
12,365
-100
| -0.8% | -$22.9K | 0.14% | 175 |
|
|
2022
Q4 | $2.99M | Hold |
12,465
| – | – | 0.15% | 173 |
|
|
2022
Q3 | $2.05M | Sell |
12,465
-16
| -0.1% | -$2.63K | 0.11% | 182 |
|
|
2022
Q2 | $2.23M | Buy |
+12,481
| New | +$2.23M | 0.11% | 187 |
|