CX Institutional’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
32,920
+2,002
| +6% | +$777K | 0.45% | 44 |
|
|
2025
Q1 | $10.2M | Buy |
30,918
+5,523
| +22% | +$1.82M | 0.38% | 64 |
|
|
2024
Q4 | $9.21M | Sell |
25,395
-1,393
| -5% | -$505K | 0.37% | 62 |
|
|
2024
Q3 | $10.5M | Buy |
26,788
+24,032
| +872% | +$9.4M | 0.47% | 61 |
|
|
2024
Q2 | $918K | Buy |
2,756
+25
| +0.9% | +$8.33K | 0.04% | 291 |
|
|
2024
Q1 | $1M | Sell |
2,731
-130
| -5% | -$47.6K | 0.05% | 283 |
|
|
2023
Q4 | $846K | Sell |
2,861
-98
| -3% | -$29K | 0.05% | 275 |
|
|
2023
Q3 | $808K | Sell |
2,959
-24
| -0.8% | -$6.55K | 0.04% | 278 |
|
|
2023
Q2 | $734K | Buy |
2,983
+39
| +1% | +$9.6K | 0.04% | 311 |
|
|
2023
Q1 | $676K | Buy |
2,944
+108
| +4% | +$24.8K | 0.04% | 328 |
|
|
2022
Q4 | $679K | Buy |
+2,836
| New | +$679K | 0.04% | 326 |
|
|
2022
Q3 | – | Sell |
-10,469
| Closed | -$1.87M | – | 555 |
|
|
2022
Q2 | $1.87M | Buy |
10,469
+184
| +2% | +$32.9K | 0.14% | 178 |
|
|
2022
Q1 | $2.29M | Buy |
10,285
+9,028
| +718% | +$2.01M | 0.18% | 139 |
|
|
2021
Q4 | $260K | Buy |
1,257
+294
| +31% | +$60.8K | 0.02% | 300 |
|
|
2021
Q3 | $185K | Sell |
963
-83
| -8% | -$15.9K | 0.02% | 359 |
|
|
2021
Q2 | $228K | Sell |
1,046
-55
| -5% | -$12K | 0.02% | 326 |
|
|
2021
Q1 | $255K | Sell |
1,101
-15,608
| -93% | -$3.61M | 0.02% | 280 |
|
|
2020
Q4 | $3.04M | Sell |
16,709
-4,467
| -21% | -$813K | 0.29% | 94 |
|
|
2020
Q3 | $3.16M | Buy |
21,176
+20,664
| +4,036% | +$3.08M | 0.34% | 76 |
|
|
2020
Q2 | $65K | Buy |
512
+102
| +25% | +$12.9K | 0.01% | 321 |
|
|
2020
Q1 | $48K | Sell |
410
-2,690
| -87% | -$315K | 0.01% | 315 |
|
|
2019
Q4 | $458K | Buy |
3,100
+2,988
| +2,668% | +$441K | 0.08% | 154 |
|
|
2019
Q3 | $14K | Sell |
112
-22
| -16% | -$2.75K | ﹤0.01% | 415 |
|
|
2019
Q2 | $18K | Sell |
134
-45
| -25% | -$6.05K | ﹤0.01% | 411 |
|
|
2019
Q1 | $24K | Buy |
179
+112
| +167% | +$15K | ﹤0.01% | 387 |
|
|
2018
Q4 | $9K | Buy |
+67
| New | +$9K | ﹤0.01% | 356 |
|