Envestnet Asset Management’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 | $185M | Buy |
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|
2025
Q1 | $153M | Sell |
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|
2024
Q4 | $176M | Sell |
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|
2024
Q3 | $204M | Sell |
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|
2024
Q2 | $182M | Sell |
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|
2024
Q1 | $219M | Sell |
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|
2023
Q4 | $201M | Buy |
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|
2023
Q3 | $181M | Buy |
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|
2023
Q2 | $128M | Sell |
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|
2023
Q1 | $121M | Buy |
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|
2022
Q4 | $130M | Buy |
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|
2022
Q3 | $82.6M | Sell |
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|
2022
Q2 | $97.7M | Sell |
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|
2022
Q1 | $211M | Buy |
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|
2021
Q4 | $163M | Buy |
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|
2021
Q3 | $143M | Buy |
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|
2021
Q2 | $159M | Buy |
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|
2021
Q1 | $145M | Buy |
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|
2020
Q4 | $80.3M | Buy |
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|
2020
Q3 | $60.9M | Buy |
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|
2020
Q2 | $39.8M | Buy |
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|
2020
Q1 | $30.6M | Buy |
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|
2019
Q4 | $30.2M | Buy |
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|
2019
Q3 | $22.5M | Sell |
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|
2019
Q2 | $44.6M | Sell |
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|
2019
Q1 | $59.2M | Buy |
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|
2018
Q4 | $18.3M | Buy |
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|
2018
Q3 | $1.98M | Sell |
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|
2018
Q2 | $8.18M | Buy |
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|
2018
Q1 | $8.03M | Sell |
|
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|
2017
Q4 | $8.65M | Buy |
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|
2017
Q3 | $2.43M | Sell |
|
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|
2017
Q2 | $7.78M | Sell |
|
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|
2017
Q1 | $12.7M | Sell |
|
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|
2016
Q4 | $13.1M | Buy |
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|
2016
Q3 | $9.99M | Sell |
|
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|
2016
Q2 | $8.97M | Buy |
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|
2016
Q1 | $8.85M | Buy |
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|
2015
Q4 | $7.25M | Buy |
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|
2015
Q3 | $6.78M | Sell |
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|
2015
Q2 | $8.97M | Buy |
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|
2015
Q1 | $8.4M | Buy |
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|
2014
Q4 | $1.06M | Sell |
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|
2014
Q3 | $1.26M | Buy |
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|
2014
Q2 | $1.19M | Buy |
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|
2014
Q1 | $487K | Sell |
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|
2013
Q4 | $465K | Sell |
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|
2013
Q3 | $449K | Sell |
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|
2013
Q2 | $669K | Buy |
|