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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15B | Sell |
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|
2025
Q1 | $1.02B | Sell |
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|
2024
Q4 | $1.15B | Buy |
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|
2024
Q3 | $1.21B | Buy |
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|
2024
Q2 | $1.02B | Buy |
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|
2024
Q1 | $1.06B | Buy |
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|
2023
Q4 | $838M | Buy |
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|
2023
Q3 | $738M | Buy |
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|
2023
Q2 | $644M | Buy |
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|
2023
Q1 | $572M | Buy |
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|
2022
Q4 | $574K | Sell |
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|
2022
Q3 | $398M | Buy |
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|
2022
Q2 | $422M | Buy |
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|
2022
Q1 | $515M | Buy |
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|
2021
Q4 | $473M | Sell |
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|
2021
Q3 | $462M | Sell |
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|
2021
Q2 | $533M | Sell |
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|
2021
Q1 | $570M | Sell |
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|
2020
Q4 | $469M | Sell |
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|
2020
Q3 | $413M | Buy |
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|
2020
Q2 | $348M | Buy |
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|
2020
Q1 | $304M | Buy |
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|
2019
Q4 | $367M | Sell |
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|
2019
Q3 | $314M | Buy |
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|
2019
Q2 | $317M | Buy |
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|
2019
Q1 | $305M | Buy |
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|
2018
Q4 | $272M | Sell |
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|
2018
Q3 | $330M | Buy |
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|
2018
Q2 | $291M | Buy |
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|
2018
Q1 | $294M | Buy |
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|
2017
Q4 | $313M | Sell |
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|
2017
Q3 | $251M | Buy |
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|
2017
Q2 | $213M | Sell |
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|
2017
Q1 | $194M | Sell |
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|
2016
Q4 | $308M | Sell |
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|
2016
Q3 | $311M | Sell |
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|
2016
Q2 | $280M | Sell |
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|
2016
Q1 | $291M | Buy |
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|
2015
Q4 | $241M | Buy |
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|
2015
Q3 | $144M | Buy |
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|
2015
Q2 | $105M | Buy |
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|
2015
Q1 | $93.7M | Buy |
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|
2014
Q4 | $107M | Buy |
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|
2014
Q3 | $107M | Buy |
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|
2014
Q2 | $111M | Buy |
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|
2014
Q1 | $85.2M | Buy |
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|
2013
Q4 | $60.3M | Buy |
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|
2013
Q3 | $54.6M | Buy |
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|
2013
Q2 | $53.2M | Buy |
|