Epoch Investment Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,597
| Closed | -$1.02M | – | 297 |
|
|
2024
Q3 | $1.02M | Sell |
2,597
-108
| -4% | -$42.2K | ﹤0.01% | 301 |
|
|
2024
Q2 | $901K | Buy |
2,705
+19
| +0.7% | +$6.33K | ﹤0.01% | 315 |
|
|
2024
Q1 | $984K | Sell |
2,686
-113
| -4% | -$41.4K | ﹤0.01% | 333 |
|
|
2023
Q4 | $828K | Sell |
2,799
-170
| -6% | -$50.3K | ﹤0.01% | 352 |
|
|
2023
Q3 | $811K | Sell |
2,969
-1,591
| -35% | -$434K | 0.01% | 358 |
|
|
2023
Q2 | $1.12M | Buy |
4,560
+230
| +5% | +$56.6K | 0.01% | 350 |
|
|
2023
Q1 | $991K | Sell |
4,330
-48
| -1% | -$11K | 0.01% | 355 |
|
|
2022
Q4 | $1.05M | Sell |
4,378
-445
| -9% | -$107K | 0.01% | 344 |
|
|
2022
Q3 | $791K | Sell |
4,823
-1,959
| -29% | -$321K | 0.01% | 359 |
|
|
2022
Q2 | $1.21M | Sell |
6,782
-114
| -2% | -$20.4K | 0.01% | 350 |
|
|
2022
Q1 | $1.54M | Buy |
+6,896
| New | +$1.54M | 0.01% | 349 |
|