Capital World Investors’s Caterpillar CAT Stock Holding History

Capital World Investors’s Portfolio CAT Stock Details CAT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.78B	Sell	4,586,001 -3,488,750	-43%	-$1.35B	0.26%	91
2025 Q1	$2.66B	Sell	8,074,751 -8,324,751	-51%	-$2.75B	0.43%	69
2024 Q4	$5.95B	Sell	16,399,502 -1,086,756	-6%	-$394M	0.9%	22
2024 Q3	$6.84B	Sell	17,486,258 -1,804,277	-9%	-$706M	1.06%	16
2024 Q2	$6.43B	Sell	19,290,535 -8,882,163	-32%	-$2.96B	1.05%	20
2024 Q1	$10.3B	Sell	28,172,698 -857,255	-3%	-$314M	1.71%	9
2023 Q4	$8.58B	Buy	29,029,953 +96,479	+0.3%	+$28.5M	1.53%	11
2023 Q3	$7.9B	Buy	28,933,474 +130,412	+0.5%	+$35.6M	1.56%	10
2023 Q2	$7.09B	Buy	28,803,062 +22,991	+0.1%	+$5.66M	1.36%	12
2023 Q1	$6.59B	Sell	28,780,071 -311,060	-1%	-$71.2M	1.36%	12
2022 Q4	$6.97B	Buy	29,091,131 +33,323	+0.1%	+$7.98M	1.49%	11
2022 Q3	$4.77B	Buy	29,057,808 +1,937,275	+7%	+$318M	1.07%	15
2022 Q2	$4.85B	Buy	27,120,533 +6,995,910	+35%	+$1.25B	1.03%	16
2022 Q1	$4.48B	Buy	20,124,623 +6,861,936	+52%	+$1.53B	0.77%	23
2021 Q4	$2.74B	Buy	13,262,687 +1,373,656	+12%	+$284M	0.43%	51
2021 Q3	$2.28B	Sell	11,889,031 -222,525	-2%	-$42.7M	0.39%	64
2021 Q2	$2.64B	Sell	12,111,556 -56,450	-0.5%	-$12.3M	0.45%	53
2021 Q1	$2.82B	Buy	12,168,006 +8,881,479	+270%	+$2.06B	0.52%	41
2020 Q4	$598M	Buy	3,286,527 +1,767,284	+116%	+$322M	0.12%	179
2020 Q3	$227M	Buy	1,519,243 +3,447	+0.2%	+$514K	0.05%	256
2020 Q2	$192M	Buy	1,515,796 +8,727	+0.6%	+$1.1M	0.05%	255
2020 Q1	$175M	Sell	1,507,069 -1,633,930	-52%	-$190M	0.05%	235
2019 Q4	$464M	Buy	3,140,999 +2,249	+0.1%	+$332K	0.1%	183
2019 Q3	$396M	Sell	3,138,750 -41,082	-1%	-$5.19M	0.1%	187
2019 Q2	$433M	Sell	3,179,832 -2,534,299	-44%	-$345M	0.1%	178
2019 Q1	$774M	Sell	5,714,131 -5,315,420	-48%	-$720M	0.19%	122
2018 Q4	$1.4B	Sell	11,029,551 -5,319,523	-33%	-$676M	0.38%	69
2018 Q3	$2.49B	Sell	16,349,074 -2,073,266	-11%	-$316M	0.61%	44
2018 Q2	$2.5B	Buy	18,422,340 +41,625	+0.2%	+$5.65M	0.53%	51
2018 Q1	$2.71B	Sell	18,380,715 -2,361,207	-11%	-$348M	0.61%	45
2017 Q4	$3.27B	Sell	20,741,922 -136,781	-0.7%	-$21.6M	0.71%	35
2017 Q3	$2.6B	Sell	20,878,703 -289,793	-1%	-$36.1M	0.59%	46
2017 Q2	$2.27B	Buy	21,168,496 +26,919	+0.1%	+$2.89M	0.53%	52
2017 Q1	$1.96B	Buy	21,141,577 +478,164	+2%	+$44.4M	0.47%	59
2016 Q4	$1.92B	Buy	20,663,413 +2,443,062	+13%	+$227M	0.48%	51
2016 Q3	$1.62B	Buy	18,220,351 +2,546,164	+16%	+$226M	0.42%	61
2016 Q2	$1.19B	Buy	15,674,187 +10,980	+0.1%	+$832K	0.32%	81
2016 Q1	$1.2B	Sell	15,663,207 -6,646,553	-30%	-$509M	0.33%	79
2015 Q4	$1.52B	Sell	22,309,760 -3,598,291	-14%	-$245M	0.42%	58
2015 Q3	$1.69B	Buy	25,908,051 +411,347	+2%	+$26.9M	0.5%	53
2015 Q2	$2.16B	Buy	25,496,704 +8,885,997	+53%	+$754M	0.59%	45
2015 Q1	$1.33B	Buy	16,610,707 +1,490,000	+10%	+$119M	0.36%	70
2014 Q4	$1.38B	Sell	15,120,707 -3,734,293	-20%	-$342M	0.38%	71
2014 Q3	$1.87B	Sell	18,855,000 -7,412,000	-28%	-$734M	0.52%	50
2014 Q2	$2.85B	Buy	26,267,000 +52,000	+0.2%	+$5.65M	0.79%	33
2014 Q1	$2.6B	Sell	26,215,000 -970,000	-4%	-$96.4M	0.74%	31
2013 Q4	$2.47B	Buy	27,185,000 +3,435,000	+14%	+$312M	0.69%	38
2013 Q3	$1.98B	Buy	23,750,000 +2,695,000	+13%	+$225M	0.6%	45
2013 Q2	$1.74B	Buy	+21,055,000	New	+$1.74B	0.56%	48