Fiera Capital (Canada)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
+1,845
| New | +$716K | ﹤0.01% | 357 |
|
|
2025
Q1 | – | Sell |
-595
| Closed | -$216K | – | 464 |
|
|
2024
Q4 | $216K | Buy |
+595
| New | +$216K | ﹤0.01% | 442 |
|
|
2023
Q1 | – | Sell |
-837
| Closed | -$201K | – | 498 |
|
|
2022
Q4 | $201K | Buy |
+837
| New | +$201K | ﹤0.01% | 501 |
|
|
2021
Q1 | – | Sell |
-1,946
| Closed | -$354K | – | 588 |
|
|
2020
Q4 | $354K | Buy |
1,946
+6
| +0.3% | +$1.09K | ﹤0.01% | 569 |
|
|
2020
Q3 | $289K | Sell |
1,940
-48
| -2% | -$7.15K | ﹤0.01% | 547 |
|
|
2020
Q2 | $252K | Sell |
1,988
-320
| -14% | -$40.6K | ﹤0.01% | 570 |
|
|
2020
Q1 | $267K | Buy |
2,308
+540
| +31% | +$62.5K | ﹤0.01% | 547 |
|
|
2019
Q4 | $261K | Buy |
+1,768
| New | +$261K | ﹤0.01% | 601 |
|
|
2019
Q2 | – | Sell |
-10,641
| Closed | -$1.44M | – | 649 |
|
|
2019
Q1 | $1.44M | Buy |
10,641
+3,118
| +41% | +$423K | 0.01% | 435 |
|
|
2018
Q4 | $956K | Sell |
7,523
-4,461
| -37% | -$567K | ﹤0.01% | 459 |
|
|
2018
Q3 | $1.83M | Buy |
11,984
+641
| +6% | +$97.7K | 0.01% | 431 |
|
|
2018
Q2 | $1.54M | Buy |
+11,343
| New | +$1.54M | 0.01% | 432 |
|
|
2016
Q1 | – | Sell |
-5,280
| Closed | -$358K | – | 568 |
|
|
2015
Q4 | $358K | Buy |
+5,280
| New | +$358K | ﹤0.01% | 501 |
|
|
2015
Q3 | – | Sell |
-5,095
| Closed | -$432 | – | 525 |
|
|
2015
Q2 | $432 | Buy |
+5,095
| New | +$432 | ﹤0.01% | 453 |
|
|
2014
Q1 | – | Sell |
-8,655
| Closed | -$786K | – | 480 |
|
|
2013
Q4 | $786K | Buy |
+8,655
| New | +$786K | 0.01% | 421 |
|