Edmond de Rothschild Holding’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $46.8M | Sell |
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|
2025
Q2 | $43.7M | Buy |
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|
2025
Q1 | $31.2M | Buy |
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|
2024
Q4 | $884K | Sell |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $2.09M | Sell |
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|
2024
Q1 | $4.04M | Sell |
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|
2023
Q4 | $4.57M | Sell |
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|
2023
Q3 | $4.46M | Sell |
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|
2023
Q2 | $4.62M | Buy |
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|
2023
Q1 | $4.24M | Sell |
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|
2022
Q4 | $12.7M | Sell |
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|
2022
Q3 | $15.1M | Sell |
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|
2022
Q2 | $17.4M | Sell |
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|
2022
Q1 | $23.5M | Buy |
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|
2021
Q4 | $13.6M | Buy |
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|
2021
Q3 | $7.98M | Buy |
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|
2021
Q2 | $8.91M | Buy |
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|
2021
Q1 | $8.12M | Buy |
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|
2020
Q4 | $5.46M | Sell |
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|
2020
Q3 | $5.34M | Sell |
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|
2020
Q2 | $5.51M | Sell |
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|
2020
Q1 | $5.98M | Sell |
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|
2019
Q4 | $8.39M | Sell |
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|
2019
Q3 | $8.94M | Sell |
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|
2019
Q2 | $10.2M | Sell |
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|
2019
Q1 | $13.3M | Sell |
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|
2018
Q4 | $12.8M | Buy |
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|
2018
Q3 | $13.1M | Buy |
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|
2018
Q2 | $10.6M | Sell |
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|
2018
Q1 | $13M | Sell |
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|
2017
Q4 | $15.2M | Sell |
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|
2017
Q3 | $19.3M | Sell |
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|
2017
Q2 | $18.3M | Buy |
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|
2017
Q1 | $15.7M | Sell |
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|
2016
Q4 | $20.4M | Buy |
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|
2016
Q3 | $18.6M | Buy |
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|
2016
Q2 | $13.9M | Buy |
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|
2016
Q1 | $11.2M | Sell |
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|
2015
Q4 | $10.5M | Buy |
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|
2015
Q3 | $9.03M | Buy |
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|
2015
Q2 | $4.59M | Buy |
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