CIBC Private Wealth Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Buy |
41,026
+27
| +0.1% | +$10.5K | 0.03% | 305 |
|
|
2025
Q1 | $11.2M | Sell |
40,999
-280
| -0.7% | -$76.7K | 0.02% | 314 |
|
|
2024
Q4 | $14.9M | Sell |
41,279
-1,148
| -3% | -$415K | 0.03% | 300 |
|
|
2024
Q3 | $16.6M | Sell |
42,427
-320
| -0.7% | -$125K | 0.03% | 293 |
|
|
2024
Q2 | $14.1M | Buy |
42,747
+800
| +2% | +$263K | 0.03% | 288 |
|
|
2024
Q1 | $15.3M | Sell |
41,947
-3,130
| -7% | -$1.14M | 0.03% | 288 |
|
|
2023
Q4 | $13.3M | Buy |
45,077
+1,521
| +3% | +$450K | 0.03% | 291 |
|
|
2023
Q3 | $11.9M | Sell |
43,556
-2,439
| -5% | -$666K | 0.03% | 301 |
|
|
2023
Q2 | $11.3M | Sell |
45,995
-1,042
| -2% | -$256K | 0.02% | 313 |
|
|
2023
Q1 | $10.8M | Buy |
47,037
+90
| +0.2% | +$20.6K | 0.02% | 308 |
|
|
2022
Q4 | $6.08M | Buy |
46,947
+489
| +1% | +$63.4K | 0.02% | 315 |
|
|
2022
Q3 | $7.62M | Sell |
46,458
-676
| -1% | -$111K | 0.02% | 333 |
|
|
2022
Q2 | $8.43M | Buy |
47,134
+2,242
| +5% | +$401K | 0.02% | 322 |
|
|
2022
Q1 | $10M | Buy |
44,892
+1,617
| +4% | +$360K | 0.02% | 325 |
|
|
2021
Q4 | $8.95M | Sell |
43,275
-4,271
| -9% | -$883K | 0.02% | 340 |
|
|
2021
Q3 | $9.13M | Sell |
47,546
-510,850
| -91% | -$98.1M | 0.02% | 340 |
|
|
2021
Q2 | $122M | Buy |
558,396
+79,694
| +17% | +$17.3M | 0.28% | 94 |
|
|
2021
Q1 | $111M | Buy |
478,702
+436,928
| +1,046% | +$101M | 0.28% | 96 |
|
|
2020
Q4 | $7.6M | Sell |
41,774
-211
| -0.5% | -$38.4K | 0.02% | 348 |
|
|
2020
Q3 | $6.05M | Buy |
41,985
+20,995
| +100% | +$3.03M | 0.02% | 345 |
|
|
2020
Q2 | $2.65M | Sell |
20,990
-21,021
| -50% | -$2.66M | 0.01% | 355 |
|
|
2020
Q1 | $4.88M | Buy |
42,011
+6,126
| +17% | +$711K | 0.02% | 320 |
|
|
2019
Q4 | $5.3M | Buy |
35,885
+90
| +0.3% | +$13.3K | 0.02% | 357 |
|
|
2019
Q3 | $4.52M | Buy |
35,795
+570
| +2% | +$72K | 0.02% | 359 |
|
|
2019
Q2 | $4.8M | Sell |
35,225
-1,739
| -5% | -$237K | 0.02% | 368 |
|
|
2019
Q1 | $5.01M | Buy |
36,964
+1,002
| +3% | +$136K | 0.02% | 354 |
|
|
2018
Q4 | $4.57M | Sell |
35,962
-15,972
| -31% | -$2.03M | 0.02% | 349 |
|
|
2018
Q3 | $7.92M | Buy |
51,934
+741
| +1% | +$113K | 0.03% | 322 |
|
|
2018
Q2 | $6.95M | Buy |
51,193
+9,462
| +23% | +$1.28M | 0.03% | 322 |
|
|
2018
Q1 | $6.15M | Buy |
41,731
+6,180
| +17% | +$911K | 0.03% | 323 |
|
|
2017
Q4 | $5.6M | Buy |
35,551
+1,088
| +3% | +$171K | 0.02% | 345 |
|
|
2017
Q3 | $4.3M | Buy |
34,463
+10,004
| +41% | +$1.25M | 0.02% | 361 |
|
|
2017
Q2 | $2.63M | Buy |
24,459
+17
| +0.1% | +$1.83K | 0.02% | 353 |
|
|
2017
Q1 | $2.27M | Buy |
24,442
+1,841
| +8% | +$171K | 0.01% | 357 |
|
|
2016
Q4 | $2.1M | Sell |
22,601
-361
| -2% | -$33.5K | 0.01% | 360 |
|
|
2016
Q3 | $2.04M | Buy |
22,962
+240
| +1% | +$21.3K | 0.01% | 361 |
|
|
2016
Q2 | $1.72M | Buy |
22,722
+1,246
| +6% | +$94.5K | 0.01% | 377 |
|
|
2016
Q1 | $1.64M | Buy |
21,476
+762
| +4% | +$58.3K | 0.01% | 379 |
|
|
2015
Q4 | $1.41M | Sell |
20,714
-4,684
| -18% | -$318K | 0.01% | 397 |
|
|
2015
Q3 | $1.66M | Buy |
25,398
+6,537
| +35% | +$427K | 0.01% | 378 |
|
|
2015
Q2 | $1.6M | Sell |
18,861
-769
| -4% | -$65.2K | 0.01% | 397 |
|
|
2015
Q1 | $1.57M | Sell |
19,630
-2,730
| -12% | -$218K | 0.01% | 407 |
|
|
2014
Q4 | $2.05M | Buy |
22,360
+274
| +1% | +$25.1K | 0.02% | 371 |
|
|
2014
Q3 | $2.19M | Sell |
22,086
-408
| -2% | -$40.4K | 0.02% | 357 |
|
|
2014
Q2 | $2.45M | Sell |
22,494
-686
| -3% | -$74.6K | 0.02% | 341 |
|
|
2014
Q1 | $2.38M | Buy |
+23,180
| New | +$2.38M | 0.02% | 343 |
|