Capital Group Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,246
| Closed | -$2.72M | – | 148 |
|
|
2025
Q1 | $2.72M | Sell |
8,246
-8,793
| -52% | -$2.9M | 0.56% | 58 |
|
|
2024
Q4 | $6.18M | Sell |
17,039
-1,320
| -7% | -$479K | 1.17% | 23 |
|
|
2024
Q3 | $7.18M | Sell |
18,359
-441
| -2% | -$172K | 1.44% | 16 |
|
|
2024
Q2 | $6.26M | Sell |
18,800
-4,594
| -20% | -$1.53M | 1.35% | 18 |
|
|
2024
Q1 | $8.57M | Sell |
23,394
-1,945
| -8% | -$713K | 1.54% | 12 |
|
|
2023
Q4 | $7.49M | Buy |
25,339
+257
| +1% | +$76K | 0.79% | 37 |
|
|
2023
Q3 | $6.85M | Hold |
25,082
| – | – | 0.45% | 78 |
|
|
2023
Q2 | $6.17M | Buy |
25,082
+176
| +0.7% | +$43.3K | 0.31% | 81 |
|
|
2023
Q1 | $5.7M | Sell |
24,906
-3,783
| -13% | -$866K | 0.3% | 87 |
|
|
2022
Q4 | $6.87M | Buy |
+28,689
| New | +$6.87M | 0.26% | 89 |
|