Equitable Holdings’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.94M | Buy |
23,033
+5,487
| +31% | +$2.13M | 0.07% | 221 |
|
|
2025
Q1 | $5.79M | Buy |
17,546
+2,251
| +15% | +$742K | 0.05% | 269 |
|
|
2024
Q4 | $5.55M | Buy |
15,295
+587
| +4% | +$213K | 0.05% | 265 |
|
|
2024
Q3 | $5.75M | Sell |
14,708
-2,515
| -15% | -$984K | 0.06% | 256 |
|
|
2024
Q2 | $5.74M | Buy |
17,223
+2,184
| +15% | +$727K | 0.06% | 234 |
|
|
2024
Q1 | $5.51M | Buy |
15,039
+920
| +7% | +$337K | 0.06% | 220 |
|
|
2023
Q4 | $4.17M | Buy |
14,119
+3,041
| +27% | +$899K | 0.05% | 253 |
|
|
2023
Q3 | $3.02M | Buy |
11,078
+869
| +9% | +$237K | 0.04% | 279 |
|
|
2023
Q2 | $2.51M | Buy |
10,209
+1,855
| +22% | +$456K | 0.04% | 301 |
|
|
2023
Q1 | $1.91M | Buy |
8,354
+43
| +0.5% | +$9.84K | 0.03% | 329 |
|
|
2022
Q4 | $1.99M | Sell |
8,311
-123
| -1% | -$29.5K | 0.03% | 304 |
|
|
2022
Q3 | $1.38M | Buy |
8,434
+300
| +4% | +$49.2K | 0.03% | 333 |
|
|
2022
Q2 | $1.45M | Sell |
8,134
-495
| -6% | -$88.5K | 0.03% | 314 |
|
|
2022
Q1 | $1.92M | Buy |
8,629
+839
| +11% | +$187K | 0.03% | 291 |
|
|
2021
Q4 | $1.61M | Buy |
7,790
+953
| +14% | +$197K | 0.03% | 310 |
|
|
2021
Q3 | $1.31M | Buy |
6,837
+467
| +7% | +$89.6K | 0.02% | 326 |
|
|
2021
Q2 | $1.39M | Buy |
6,370
+185
| +3% | +$40.3K | 0.02% | 314 |
|
|
2021
Q1 | $1.43M | Buy |
6,185
+47
| +0.8% | +$10.9K | 0.03% | 296 |
|
|
2020
Q4 | $1.12M | Buy |
6,138
+68
| +1% | +$12.4K | 0.03% | 303 |
|
|
2020
Q3 | $905K | Sell |
6,070
-124
| -2% | -$18.5K | 0.02% | 322 |
|
|
2020
Q2 | $784K | Sell |
6,194
-144
| -2% | -$18.2K | 0.02% | 337 |
|
|
2020
Q1 | $735K | Buy |
6,338
+523
| +9% | +$60.7K | 0.03% | 310 |
|
|
2019
Q4 | $859K | Buy |
+5,815
| New | +$859K | 0.03% | 316 |
|