Fidelity Investments’s Caterpillar CAT Stock Holding History

Fidelity Investments’s Portfolio CAT Stock Details CAT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$699M	Sell	1,799,399 -135,686	-7%	-$52.7M	0.04%	375
2025 Q1	$638M	Sell	1,935,085 -2,807,415	-59%	-$926M	0.04%	370
2024 Q4	$1.72B	Sell	4,742,500 -111,446	-2%	-$40.4M	0.1%	153
2024 Q3	$1.9B	Sell	4,853,946 -482,795	-9%	-$189M	0.12%	140
2024 Q2	$1.78B	Sell	5,336,741 -613,268	-10%	-$204M	0.11%	134
2024 Q1	$2.18B	Buy	5,950,009 +431,882	+8%	+$158M	0.15%	109
2023 Q4	$1.63B	Sell	5,518,127 -520,080	-9%	-$154M	0.13%	136
2023 Q3	$1.65B	Buy	6,038,207 +781,111	+15%	+$213M	0.14%	126
2023 Q2	$1.29B	Sell	5,257,096 -408,792	-7%	-$101M	0.11%	162
2023 Q1	$1.3B	Buy	5,665,888 +1,024,083	+22%	+$234M	0.12%	154
2022 Q4	$1.11B	Buy	4,641,805 +300,915	+7%	+$72.1M	0.11%	172
2022 Q3	$712M	Sell	4,340,890 -1,905,926	-31%	-$313M	0.07%	249
2022 Q2	$1.12B	Buy	6,246,816 +9,815	+0.2%	+$1.75M	0.11%	161
2022 Q1	$1.39B	Buy	6,237,001 +2,062,751	+49%	+$460M	0.11%	156
2021 Q4	$863M	Sell	4,174,250 -848,793	-17%	-$175M	0.06%	289
2021 Q3	$964M	Sell	5,023,043 -1,472,004	-23%	-$283M	0.08%	238
2021 Q2	$1.41B	Sell	6,495,047 -879,549	-12%	-$191M	0.11%	153
2021 Q1	$1.71B	Buy	7,374,596 +1,354,809	+23%	+$314M	0.15%	123
2020 Q4	$1.1B	Buy	6,019,787 +1,788,783	+42%	+$326M	0.1%	192
2020 Q3	$631M	Buy	4,231,004 +894,512	+27%	+$133M	0.06%	269
2020 Q2	$422M	Sell	3,336,492 -143,806	-4%	-$18.2M	0.05%	365
2020 Q1	$404M	Sell	3,480,298 -288,259	-8%	-$33.4M	0.06%	300
2019 Q4	$557M	Buy	3,768,557 +2,347,888	+165%	+$347M	0.06%	296
2019 Q3	$179M	Sell	1,420,669 -147,680	-9%	-$18.7M	0.02%	663
2019 Q2	$214M	Sell	1,568,349 -756,034	-33%	-$103M	0.03%	621
2019 Q1	$315M	Sell	2,324,383 -679,629	-23%	-$92.1M	0.04%	469
2018 Q4	$382M	Sell	3,004,012 -1,270,293	-30%	-$161M	0.05%	358
2018 Q3	$652M	Sell	4,274,305 -415,882	-9%	-$63.4M	0.07%	254
2018 Q2	$636M	Sell	4,690,187 -874,720	-16%	-$119M	0.07%	255
2018 Q1	$820M	Sell	5,564,907 -10,141,498	-65%	-$1.49B	0.1%	208
2017 Q4	$2.48B	Sell	15,706,405 -3,512,191	-18%	-$553M	0.29%	54
2017 Q3	$2.4B	Sell	19,218,596 -395,065	-2%	-$49.3M	0.29%	58
2017 Q2	$2.11B	Buy	19,613,661 +2,052,300	+12%	+$221M	0.26%	64
2017 Q1	$1.63B	Buy	17,561,361 +1,798,312	+11%	+$167M	0.21%	90
2016 Q4	$1.46B	Buy	15,763,049 +3,228,098	+26%	+$299M	0.2%	98
2016 Q3	$1.11B	Buy	12,534,951 +3,836,841	+44%	+$341M	0.15%	140
2016 Q2	$659M	Buy	8,698,110 +6,557,618	+306%	+$497M	0.09%	231
2016 Q1	$164M	Buy	2,140,492 +432,213	+25%	+$33.1M	0.02%	743
2015 Q4	$116M	Sell	1,708,279 -9,395	-0.5%	-$638K	0.02%	900
2015 Q3	$112M	Sell	1,717,674 -784,045	-31%	-$51.2M	0.02%	909
2015 Q2	$212M	Sell	2,501,719 -1,143,524	-31%	-$97M	0.03%	666
2015 Q1	$292M	Sell	3,645,243 -4,273,284	-54%	-$342M	0.04%	522
2014 Q4	$725M	Sell	7,918,527 -2,061,417	-21%	-$189M	0.09%	232
2014 Q3	$988M	Sell	9,979,944 -4,105,013	-29%	-$407M	0.13%	157
2014 Q2	$1.53B	Buy	14,084,957 +1,859,668	+15%	+$202M	0.21%	99
2014 Q1	$1.21B	Buy	12,225,289 +4,966,512	+68%	+$494M	0.17%	126
2013 Q4	$659M	Buy	7,258,777 +779,940	+12%	+$70.8M	0.09%	242
2013 Q3	$540M	Sell	6,478,837 -1,745,221	-21%	-$145M	0.08%	279
2013 Q2	$678M	Buy	+8,224,058	New	+$678M	0.11%	208