Baird Financial Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123M | Sell |
315,581
-90,394
| -22% | -$35.1M | 0.21% | 80 |
|
|
2025
Q1 | $134M | Buy |
405,975
+2,958
| +0.7% | +$976K | 0.26% | 72 |
|
|
2024
Q4 | $146M | Buy |
403,017
+1,836
| +0.5% | +$666K | 0.28% | 70 |
|
|
2024
Q3 | $157M | Buy |
401,181
+895
| +0.2% | +$350K | 0.3% | 68 |
|
|
2024
Q2 | $133M | Buy |
400,286
+2,775
| +0.7% | +$924K | 0.28% | 71 |
|
|
2024
Q1 | $146M | Sell |
397,511
-36,241
| -8% | -$13.3M | 0.31% | 64 |
|
|
2023
Q4 | $128M | Sell |
433,752
-55,082
| -11% | -$16.3M | 0.29% | 71 |
|
|
2023
Q3 | $133M | Buy |
488,834
+13,525
| +3% | +$3.69M | 0.36% | 56 |
|
|
2023
Q2 | $117M | Sell |
475,309
-7,231
| -1% | -$1.78M | 0.31% | 70 |
|
|
2023
Q1 | $110M | Sell |
482,540
-86,728
| -15% | -$19.8M | 0.27% | 78 |
|
|
2022
Q4 | $136M | Sell |
569,268
-158,288
| -22% | -$37.9M | 0.36% | 53 |
|
|
2022
Q3 | $119M | Sell |
727,556
-111,664
| -13% | -$18.3M | 0.35% | 56 |
|
|
2022
Q2 | $150M | Sell |
839,220
-7,520
| -0.9% | -$1.34M | 0.42% | 50 |
|
|
2022
Q1 | $189M | Buy |
846,740
+84,542
| +11% | +$18.8M | 0.47% | 45 |
|
|
2021
Q4 | $158M | Buy |
762,198
+55,604
| +8% | +$11.5M | 0.37% | 57 |
|
|
2021
Q3 | $136M | Buy |
706,594
+72,822
| +11% | +$14M | 0.35% | 57 |
|
|
2021
Q2 | $138M | Buy |
633,772
+48,664
| +8% | +$10.6M | 0.36% | 58 |
|
|
2021
Q1 | $136M | Buy |
585,108
+44,432
| +8% | +$10.3M | 0.38% | 56 |
|
|
2020
Q4 | $98.4M | Buy |
540,676
+18,029
| +3% | +$3.28M | 0.29% | 77 |
|
|
2020
Q3 | $78M | Buy |
522,647
+211,402
| +68% | +$31.5M | 0.27% | 90 |
|
|
2020
Q2 | $39.4M | Sell |
311,245
-5,852
| -2% | -$740K | 0.15% | 174 |
|
|
2020
Q1 | $36.8M | Buy |
317,097
+43,895
| +16% | +$5.09M | 0.17% | 157 |
|
|
2019
Q4 | $40.3M | Sell |
273,202
-22,984
| -8% | -$3.39M | 0.14% | 171 |
|
|
2019
Q3 | $37.4M | Sell |
296,186
-18,601
| -6% | -$2.35M | 0.15% | 173 |
|
|
2019
Q2 | $42.9M | Buy |
314,787
+107,274
| +52% | +$14.6M | 0.17% | 152 |
|
|
2019
Q1 | $28.1M | Buy |
207,513
+35,440
| +21% | +$4.8M | 0.16% | 166 |
|
|
2018
Q4 | $21.9M | Buy |
172,073
+57,066
| +50% | +$7.25M | 0.15% | 178 |
|
|
2018
Q3 | $17.5M | Buy |
115,007
+8,872
| +8% | +$1.35M | 0.11% | 220 |
|
|
2018
Q2 | $14.4M | Buy |
106,135
+20
| +0% | +$2.71K | 0.1% | 240 |
|
|
2018
Q1 | $15.6M | Sell |
106,115
-63,183
| -37% | -$9.31M | 0.11% | 218 |
|
|
2017
Q4 | $26.7M | Buy |
169,298
+2,622
| +2% | +$413K | 0.19% | 151 |
|
|
2017
Q3 | $20.8M | Sell |
166,676
-28
| -0% | -$3.49K | 0.16% | 167 |
|
|
2017
Q2 | $17.9M | Buy |
166,704
+585
| +0.4% | +$62.9K | 0.14% | 187 |
|
|
2017
Q1 | $15.4M | Sell |
166,119
-52,629
| -24% | -$4.88M | 0.12% | 197 |
|
|
2016
Q4 | $20.3M | Buy |
218,748
+37,785
| +21% | +$3.5M | 0.18% | 160 |
|
|
2016
Q3 | $16.1M | Buy |
180,963
+10,508
| +6% | +$933K | 0.14% | 170 |
|
|
2016
Q2 | $13M | Buy |
170,455
+39,228
| +30% | +$3M | 0.12% | 187 |
|
|
2016
Q1 | $10M | Sell |
131,227
-11,996
| -8% | -$918K | 0.1% | 220 |
|
|
2015
Q4 | $9.73M | Sell |
143,223
-1,525
| -1% | -$104K | 0.1% | 220 |
|
|
2015
Q3 | $9.46M | Sell |
144,748
-4,968
| -3% | -$325K | 0.1% | 206 |
|
|
2015
Q2 | $12.7M | Buy |
+149,716
| New | +$12.7M | 0.13% | 187 |
|