Chiron Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,740
| Closed | -$681K | – | 91 |
|
|
2024
Q3 | $681K | Buy |
+1,740
| New | +$681K | 0.24% | 58 |
|
|
2023
Q2 | – | Sell |
-122,640
| Closed | -$28.1M | – | 134 |
|
|
2023
Q1 | $28.1M | Buy |
+122,640
| New | +$28.1M | 5.06% | 2 |
|
|
2022
Q3 | – | Sell |
-204,331
| Closed | -$36.5M | – | 143 |
|
|
2022
Q2 | $36.5M | Buy |
204,331
+18,708
| +10% | +$3.34M | 6.13% | 2 |
|
|
2022
Q1 | $41.4M | Sell |
185,623
-13,712
| -7% | -$3.06M | 4.75% | 1 |
|
|
2021
Q4 | $41.2M | Buy |
+199,335
| New | +$41.2M | 4.51% | 1 |
|
|
2020
Q4 | – | Sell |
-16,329
| Closed | -$2.44M | – | 94 |
|
|
2020
Q3 | $2.44M | Buy |
+16,329
| New | +$2.44M | 0.45% | 49 |
|
|
2019
Q1 | – | Sell |
-167,249
| Closed | -$21.3M | – | 50 |
|
|
2018
Q4 | $21.3M | Sell |
167,249
-125,245
| -43% | -$15.9M | 2.68% | 22 |
|
|
2018
Q3 | $44.6M | Buy |
292,494
+89,871
| +44% | +$13.7M | 2.84% | 12 |
|
|
2018
Q2 | $27.5M | Buy |
+202,623
| New | +$27.5M | 1.9% | 31 |
|