Dimensional Fund Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.94B | Sell |
2,746,073
-26,228
| -0.9% | -$18.2M | 0.4% | 21 |
|
|
2025
Q4 | $1.59B | Sell |
2,772,301
-126,367
| -4% | -$70.2M | 0.33% | 30 |
|
|
2025
Q3 | $1.38B | Sell |
2,898,668
-69,728
| -2% | -$29.8M | 0.3% | 34 |
|
|
2025
Q2 | $1.15B | Sell |
2,968,396
-119,377
| -4% | -$39.8M | 0.27% | 39 |
|
|
2025
Q1 | $1.02B | Sell |
3,087,773
-93,762
| -3% | -$33.4M | 0.25% | 48 |
|
|
2024
Q4 | $1.15B | Buy |
3,181,535
+82,579
| +3% | +$32M | 0.28% | 39 |
|
|
2024
Q3 | $1.21B | Buy |
3,098,956
+29,116
| +0.9% | +$10.1M | 0.29% | 33 |
|
|
2024
Q2 | $1.02B | Buy |
3,069,840
+165,358
| +6% | +$57.3M | 0.27% | 34 |
|
|
2024
Q1 | $1.06B | Buy |
2,904,482
+70,801
| +2% | +$22.6M | 0.29% | 32 |
|
|
2023
Q4 | $838M | Buy |
2,833,681
+131,755
| +5% | +$34.2M | 0.24% | 42 |
|
|
2023
Q3 | $738M | Buy |
2,701,926
+84,455
| +3% | +$22.9M | 0.24% | 49 |
|
|
2023
Q2 | $644M | Buy |
2,617,471
+118,042
| +5% | +$26.3M | 0.21% | 60 |
|
|
2023
Q1 | $572M | Buy |
2,499,429
+102,688
| +4% | +$24.8M | 0.19% | 66 |
|
|
2022
Q4 | $574K | Sell |
2,396,741
-30,455
| -1% | -$6.63M | 0.17% | 69 |
|
|
2022
Q3 | $398M | Buy |
2,427,196
+68,551
| +3% | +$12.5M | 0.15% | 91 |
|
|
2022
Q2 | $422M | Buy |
2,358,645
+45,599
| +2% | +$9.61M | 0.15% | 95 |
|
|
2022
Q1 | $515M | Buy |
2,313,046
+24,792
| +1% | +$5.2M | 0.16% | 94 |
|
|
2021
Q4 | $473M | Sell |
2,288,254
-118,867
| -5% | -$23.9M | 0.14% | 102 |
|
|
2021
Q3 | $462M | Sell |
2,407,121
-40,504
| -2% | -$8.44M | 0.15% | 95 |
|
|
2021
Q2 | $533M | Sell |
2,447,625
-9,984
| -0.4% | -$2.31M | 0.17% | 84 |
|
|
2021
Q1 | $570M | Sell |
2,457,609
-116,891
| -5% | -$24.2M | 0.19% | 66 |
|
|
2020
Q4 | $469M | Sell |
2,574,500
-192,975
| -7% | -$32.7M | 0.17% | 80 |
|
|
2020
Q3 | $413M | Buy |
2,767,475
+15,193
| +0.6% | +$2.13M | 0.18% | 78 |
|
|
2020
Q2 | $348M | Buy |
2,752,282
+130,369
| +5% | +$15.5M | 0.15% | 80 |
|
|
2020
Q1 | $304M | Buy |
2,621,913
+140,061
| +6% | +$17.9M | 0.16% | 78 |
|
|
2019
Q4 | $367M | Sell |
2,481,852
-7,420
| -0.3% | -$1.04M | 0.13% | 96 |
|
|
2019
Q3 | $314M | Buy |
2,489,272
+165,879
| +7% | +$21.1M | 0.12% | 106 |
|
|
2019
Q2 | $317M | Buy |
2,323,393
+75,091
| +3% | +$9.92M | 0.12% | 105 |
|
|
2019
Q1 | $305M | Buy |
2,248,302
+108,413
| +5% | +$14.4M | 0.12% | 108 |
|
|
2018
Q4 | $272M | Sell |
2,139,889
-24,097
| -1% | -$3.14M | 0.12% | 106 |
|
|
2018
Q3 | $330M | Buy |
2,163,986
+16,752
| +0.8% | +$2.37M | 0.13% | 101 |
|
|
2018
Q2 | $291M | Buy |
2,147,234
+151,960
| +8% | +$22.7M | 0.12% | 113 |
|
|
2018
Q1 | $294M | Buy |
1,995,274
+6,917
| +0.3% | +$1.09M | 0.12% | 108 |
|
|
2017
Q4 | $313M | Sell |
1,988,357
-21,882
| -1% | -$3.04M | 0.13% | 105 |
|
|
2017
Q3 | $251M | Buy |
2,010,239
+27,509
| +1% | +$3.17M | 0.11% | 145 |
|
|
2017
Q2 | $213M | Sell |
1,982,730
-108,300
| -5% | -$11M | 0.1% | 174 |
|
|
2017
Q1 | $194M | Sell |
2,091,030
-1,228,371
| -37% | -$116M | 0.09% | 194 |
|
|
2016
Q4 | $308M | Sell |
3,319,401
-188,122
| -5% | -$17M | 0.15% | 83 |
|
|
2016
Q3 | $311M | Sell |
3,507,523
-188,681
| -5% | -$15.4M | 0.17% | 72 |
|
|
2016
Q2 | $280M | Sell |
3,696,204
-99,493
| -3% | -$7.45M | 0.16% | 81 |
|
|
2016
Q1 | $291M | Buy |
3,795,697
+252,364
| +7% | +$16.9M | 0.17% | 74 |
|
|
2015
Q4 | $241M | Buy |
3,543,333
+1,346,344
| +61% | +$94.1M | 0.15% | 91 |
|
|
2015
Q3 | $144M | Buy |
2,196,989
+962,236
| +78% | +$73.6M | 0.09% | 188 |
|
|
2015
Q2 | $105M | Buy |
1,234,753
+64,452
| +6% | +$5.54M | 0.06% | 352 |
|
|
2015
Q1 | $93.7M | Buy |
1,170,301
+1,948
| +0.2% | +$162K | 0.06% | 384 |
|
|
2014
Q4 | $107M | Buy |
1,168,353
+90,677
| +8% | +$8.83M | 0.07% | 305 |
|
|
2014
Q3 | $107M | Buy |
1,077,676
+55,400
| +5% | +$5.87M | 0.08% | 274 |
|
|
2014
Q2 | $111M | Buy |
1,022,276
+164,983
| +19% | +$17.3M | 0.08% | 268 |
|
|
2014
Q1 | $85.2M | Buy |
857,293
+193,635
| +29% | +$18.3M | 0.06% | 344 |
|
|
2013
Q4 | $60.3M | Buy |
663,658
+8,190
| +1% | +$699K | 0.05% | 495 |
|
|
2013
Q3 | $54.6M | Buy |
655,468
+10,083
| +2% | +$853K | 0.05% | 484 |
|
|
2013
Q2 | $53.2M | Buy |
+645,385
| New | +$54.9M | 0.05% | 455 |
|
Other funds holding CAT
VCM
VPM
