Bank Julius Baer & 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 | $209M | Sell |
537,357
-1,097
| -0.2% | -$426K | 0.62% | 47 |
|
|
2025
Q1 | $196M | Sell |
538,454
-159,645
| -23% | -$58.1M | 0.64% | 43 |
|
|
2024
Q4 | $274M | Buy |
698,099
+76,117
| +12% | +$29.8M | 0.84% | 28 |
|
|
2024
Q3 | $278M | Sell |
621,982
-18,659
| -3% | -$8.33M | 0.93% | 29 |
|
|
2024
Q2 | $233M | Buy |
640,641
+28,743
| +5% | +$10.4M | 0.89% | 31 |
|
|
2024
Q1 | $224M | Buy |
611,898
+11,164
| +2% | +$4.08M | 0.86% | 30 |
|
|
2023
Q4 | $178M | Buy |
600,734
+591,790
| +6,617% | +$175M | 0.75% | 34 |
|
|
2023
Q3 | $2.44M | Buy |
8,944
+265
| +3% | +$72.4K | 0.01% | 201 |
|
|
2023
Q2 | $2.14M | Sell |
8,679
-100
| -1% | -$24.6K | 0.01% | 210 |
|
|
2023
Q1 | $2.01M | Buy |
8,779
+6,377
| +265% | +$1.46M | 0.01% | 209 |
|
|
2022
Q4 | $575K | Sell |
2,402
-17,563
| -88% | -$4.2M | ﹤0.01% | 330 |
|
|
2022
Q3 | $3.28M | Buy |
19,965
+6,840
| +52% | +$1.12M | 0.02% | 180 |
|
|
2022
Q2 | $2.35M | Sell |
13,125
-2,715
| -17% | -$485K | 0.02% | 201 |
|
|
2022
Q1 | $3.53M | Sell |
15,840
-21,389
| -57% | -$4.77M | 0.02% | 186 |
|
|
2021
Q4 | $7.7M | Sell |
37,229
-30,319
| -45% | -$6.27M | 0.04% | 172 |
|
|
2021
Q3 | $13M | Sell |
67,548
-14,904
| -18% | -$2.86M | 0.08% | 149 |
|
|
2021
Q2 | $17.9M | Buy |
82,452
+59,972
| +267% | +$13.1M | 0.11% | 134 |
|
|
2021
Q1 | $5.21M | Sell |
22,480
-4,742
| -17% | -$1.1M | 0.04% | 202 |
|
|
2020
Q4 | $4.96M | Sell |
27,222
-1,496
| -5% | -$272K | 0.04% | 191 |
|
|
2020
Q3 | $4.28M | Sell |
28,718
-130
| -0.5% | -$19.4K | 0.04% | 166 |
|
|
2020
Q2 | $3.65M | Buy |
28,848
+344
| +1% | +$43.5K | 0.04% | 160 |
|
|
2020
Q1 | $3.31M | Buy |
+28,504
| New | +$3.31M | 0.08% | 123 |
|