Deseret Mutual Benefit Administrators’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Hold |
1,859
| – | – | 0.34% | 51 |
|
|
2025
Q1 | $613K | Buy |
1,859
+38
| +2% | +$12.5K | 0.3% | 54 |
|
|
2024
Q4 | $661K | Sell |
1,821
-60
| -3% | -$21.8K | 0.33% | 49 |
|
|
2024
Q3 | $736K | Sell |
1,881
-484
| -20% | -$189K | 0.37% | 47 |
|
|
2024
Q2 | $788K | Buy |
2,365
+3
| +0.1% | +$999 | 0.37% | 45 |
|
|
2024
Q1 | $866K | Buy |
2,362
+164
| +7% | +$60.1K | 0.43% | 40 |
|
|
2023
Q4 | $650K | Sell |
2,198
-780
| -26% | -$231K | 0.37% | 48 |
|
|
2023
Q3 | $813K | Sell |
2,978
-222
| -7% | -$60.6K | 0.4% | 46 |
|
|
2023
Q2 | $787K | Buy |
3,200
+19
| +0.6% | +$4.68K | 0.31% | 49 |
|
|
2023
Q1 | $728K | Sell |
3,181
-48
| -1% | -$11K | 0.29% | 49 |
|
|
2022
Q4 | $774K | Sell |
3,229
-2,469
| -43% | -$591K | 0.32% | 45 |
|
|
2022
Q3 | $935K | Sell |
5,698
-1,115
| -16% | -$183K | 0.26% | 56 |
|
|
2022
Q2 | $1.22M | Buy |
6,813
+628
| +10% | +$112K | 0.28% | 55 |
|
|
2022
Q1 | $1.38M | Sell |
6,185
-896
| -13% | -$200K | 0.28% | 58 |
|
|
2021
Q4 | $1.46M | Buy |
7,081
+144
| +2% | +$29.8K | 0.25% | 62 |
|
|
2021
Q3 | $1.33M | Buy |
6,937
+3,841
| +124% | +$738K | 0.25% | 61 |
|
|
2021
Q2 | $674K | Buy |
+3,096
| New | +$674K | 0.16% | 65 |
|