Baird Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123M | Sell |
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|
2025
Q1 | $134M | Buy |
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|
2024
Q4 | $146M | Buy |
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|
2024
Q3 | $157M | Buy |
|
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|
2024
Q2 | $133M | Buy |
|
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|
2024
Q1 | $146M | Sell |
|
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|
2023
Q4 | $128M | Sell |
|
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|
2023
Q3 | $133M | Buy |
|
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|
2023
Q2 | $117M | Sell |
|
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|
2023
Q1 | $110M | Sell |
|
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|
2022
Q4 | $136M | Sell |
|
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|
2022
Q3 | $119M | Sell |
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|
2022
Q2 | $150M | Sell |
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|
2022
Q1 | $189M | Buy |
|
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|
2021
Q4 | $158M | Buy |
|
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|
2021
Q3 | $136M | Buy |
|
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|
2021
Q2 | $138M | Buy |
|
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|
2021
Q1 | $136M | Buy |
|
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|
2020
Q4 | $98.4M | Buy |
|
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|
2020
Q3 | $78M | Buy |
|
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|
2020
Q2 | $39.4M | Sell |
|
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|
2020
Q1 | $36.8M | Buy |
|
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|
2019
Q4 | $40.3M | Sell |
|
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|
2019
Q3 | $37.4M | Sell |
|
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|
2019
Q2 | $42.9M | Buy |
|
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|
2019
Q1 | $28.1M | Buy |
|
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|
2018
Q4 | $21.9M | Buy |
|
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|
2018
Q3 | $17.5M | Buy |
|
|||||
|
2018
Q2 | $14.4M | Buy |
|
|||||
|
2018
Q1 | $15.6M | Sell |
|
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|
2017
Q4 | $26.7M | Buy |
|
|||||
|
2017
Q3 | $20.8M | Sell |
|
|||||
|
2017
Q2 | $17.9M | Buy |
|
|||||
|
2017
Q1 | $15.4M | Sell |
|
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|
2016
Q4 | $20.3M | Buy |
|
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|
2016
Q3 | $16.1M | Buy |
|
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|
2016
Q2 | $13M | Buy |
|
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|
2016
Q1 | $10M | Sell |
|
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|
2015
Q4 | $9.73M | Sell |
|
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|
2015
Q3 | $9.46M | Sell |
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|
2015
Q2 | $12.7M | Buy |
|