Cerity Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101M | Sell |
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|
2025
Q1 | $97.2M | Buy |
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|
2024
Q4 | $84.1M | Sell |
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|
2024
Q3 | $91.5M | Buy |
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|
2024
Q2 | $70.6M | Sell |
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|
2024
Q1 | $80.2M | Sell |
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|
2023
Q4 | $49.5M | Buy |
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|
2023
Q3 | $37.9M | Sell |
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|
2023
Q2 | $39.8M | Buy |
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|
2023
Q1 | $152M | Buy |
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|
2022
Q4 | $33.4M | Buy |
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|
2022
Q3 | $5.72M | Sell |
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|
2022
Q2 | $6.39M | Buy |
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|
2022
Q1 | $3.13M | Buy |
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|
2021
Q4 | $2.82M | Buy |
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|
2021
Q3 | $1.75M | Buy |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $8.19M | Buy |
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|
2020
Q3 | $6.54M | Buy |
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|
2020
Q2 | $5.5M | Buy |
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|
2020
Q1 | $2.97M | Sell |
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|
2019
Q4 | $3.91M | Sell |
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|
2019
Q3 | $4.02M | Sell |
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|
2019
Q2 | $5.87M | Buy |
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|
2019
Q1 | $3.78M | Buy |
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|
2018
Q4 | $558K | Sell |
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|
2018
Q3 | $3.98M | Buy |
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|
2018
Q2 | $591K | Buy |
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|
2018
Q1 | $412K | Buy |
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|
2017
Q4 | $406K | Sell |
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|
2017
Q3 | $374K | Sell |
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|
2017
Q2 | $680K | Buy |
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|
2017
Q1 | $296K | Buy |
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