B. Metzler seel. Sohn & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Sell |
57,055
-11,125
| -16% | -$4.32M | 0.21% | 65 |
|
|
2025
Q1 | $22.5M | Sell |
68,180
-55,961
| -45% | -$18.5M | 0.23% | 65 |
|
|
2024
Q4 | $45M | Sell |
124,141
-16,473
| -12% | -$5.97M | 0.46% | 41 |
|
|
2024
Q3 | $55M | Buy |
140,614
+14,384
| +11% | +$5.63M | 0.55% | 31 |
|
|
2024
Q2 | $42M | Sell |
126,230
-11,249
| -8% | -$3.75M | 0.41% | 45 |
|
|
2024
Q1 | $49.7M | Buy |
137,479
+88,549
| +181% | +$32M | 0.55% | 38 |
|
|
2023
Q4 | $14.5M | Sell |
48,930
-6,169
| -11% | -$1.82M | 0.18% | 70 |
|
|
2023
Q3 | $15M | Buy |
55,099
+350
| +0.6% | +$95.5K | 0.23% | 62 |
|
|
2023
Q2 | $13.5M | Buy |
54,749
+2,135
| +4% | +$525K | 0.18% | 77 |
|
|
2023
Q1 | $12M | Sell |
52,614
-8,286
| -14% | -$1.9M | 0.19% | 77 |
|
|
2022
Q4 | $14.6M | Sell |
60,900
-14,070
| -19% | -$3.37M | 0.25% | 70 |
|
|
2022
Q3 | $12.3M | Buy |
74,970
+5,399
| +8% | +$886K | 0.22% | 73 |
|
|
2022
Q2 | $12.4M | Sell |
69,571
-640,485
| -90% | -$114M | 0.2% | 78 |
|
|
2022
Q1 | $158M | Buy |
710,056
+44,880
| +7% | +$9.98M | 2.11% | 10 |
|
|
2021
Q4 | $137M | Buy |
665,176
+39,772
| +6% | +$8.2M | 1.78% | 14 |
|
|
2021
Q3 | $121M | Buy |
625,404
+588,627
| +1,601% | +$114M | 1.75% | 15 |
|
|
2021
Q2 | $8M | Buy |
36,777
+4,233
| +13% | +$921K | 0.12% | 116 |
|
|
2021
Q1 | $7.55M | Buy |
32,544
+1,202
| +4% | +$279K | 0.12% | 115 |
|
|
2020
Q4 | $6.04M | Buy |
+31,342
| New | +$6.04M | 0.11% | 120 |
|