Cidel Asset 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 | $956K | Buy |
2,462
+66
| +3% | +$25.6K | 0.06% | 128 |
|
|
2025
Q1 | $790K | Buy |
2,396
+67
| +3% | +$22.1K | 0.05% | 139 |
|
|
2024
Q4 | $845K | Sell |
2,329
-142
| -6% | -$51.5K | 0.06% | 130 |
|
|
2024
Q3 | $966K | Hold |
2,471
| – | – | 0.07% | 123 |
|
|
2024
Q2 | $823K | Sell |
2,471
-167
| -6% | -$55.6K | 0.06% | 124 |
|
|
2024
Q1 | $967K | Sell |
2,638
-51
| -2% | -$18.7K | 0.07% | 120 |
|
|
2023
Q4 | $795K | Buy |
+2,689
| New | +$795K | 0.03% | 131 |
|