Bridgewater Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
2,339
+98
| +4% | +$42.1K | 0.08% | 134 |
|
|
2025
Q1 | $689K | Buy |
+2,241
| New | +$689K | 0.06% | 170 |
|
|
2022
Q2 | – | Sell |
-1,225
| Closed | -$273K | – | 228 |
|
|
2022
Q1 | $273K | Buy |
1,225
+21
| +2% | +$4.68K | 0.07% | 198 |
|
|
2021
Q4 | $249K | Sell |
1,204
-16
| -1% | -$3.31K | 0.05% | 220 |
|
|
2021
Q3 | $234K | Buy |
1,220
+13
| +1% | +$2.49K | 0.06% | 218 |
|
|
2021
Q2 | $263K | Buy |
1,207
+107
| +10% | +$23.3K | 0.08% | 198 |
|
|
2021
Q1 | $261K | Buy |
+1,100
| New | +$261K | 0.13% | 137 |
|
|
2014
Q2 | $1.68M | Sell |
15,479
-234
| -1% | -$25.4K | 1.41% | 24 |
|
|
2014
Q1 | $1.56M | Buy |
15,713
+190
| +1% | +$18.9K | 1.57% | 24 |
|
|
2013
Q4 | $1.41M | Buy |
+15,523
| New | +$1.41M | 1.45% | 28 |
|