Eagle Asset Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$4.55M Sell
11,556
-8,444
-42% -$3.32M 0.02% 397
2024
Q2
$6.58M Sell
20,000
-14,932
-43% -$4.91M 0.04% 361
2024
Q1
$12.7M Buy
34,932
+9,477
+37% +$3.45M 0.06% 257
2023
Q4
$7.53M Sell
25,455
-1,902
-7% -$562K 0.04% 317
2023
Q3
$7.47M Buy
27,357
+17,478
+177% +$4.77M 0.04% 304
2023
Q2
$2.43M Buy
9,879
+3,156
+47% +$777K 0.01% 429
2023
Q1
$1.54M Buy
+6,723
New +$1.54M 0.01% 456
2020
Q1
Sell
-13,483
Closed -$1.99M 622
2019
Q4
$1.99M Sell
13,483
-346
-3% -$51.1K 0.01% 510
2019
Q3
$1.75M Sell
13,829
-5,574
-29% -$704K 0.01% 524
2019
Q2
$2.64M Buy
19,403
+473
+2% +$64.5K 0.01% 476
2019
Q1
$2.56M Buy
18,930
+633
+3% +$85.7K 0.01% 484
2018
Q4
$2.32M Sell
18,297
-9,994
-35% -$1.27M 0.01% 480
2018
Q3
$4.31M Sell
28,291
-1,046
-4% -$160K 0.02% 448
2018
Q2
$3.98M Buy
29,337
+712
+2% +$96.6K 0.02% 451
2018
Q1
$4.22M Buy
28,625
+266
+0.9% +$39.2K 0.02% 442
2017
Q4
$4.44M Buy
28,359
+7,525
+36% +$1.18M 0.02% 447
2017
Q3
$2.6M Buy
+20,834
New +$2.6M 0.01% 505