Fisher 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.93B | Buy |
9,775,952
+282,686
| +3% | +$196M | 2.35% | 8 |
|
|
2025
Q4 | $5.44B | Buy |
9,493,266
+54,069
| +0.6% | +$30.1M | 1.86% | 10 |
|
|
2025
Q3 | $4.5B | Buy |
9,439,197
+20,876
| +0.2% | +$8.91M | 1.63% | 12 |
|
|
2025
Q2 | $3.66B | Buy |
9,418,321
+208,196
| +2% | +$69.4M | 1.45% | 14 |
|
|
2025
Q1 | $3.04B | Buy |
9,210,125
+128,350
| +1% | +$45.7M | 1.31% | 17 |
|
|
2024
Q4 | $3.29B | Buy |
9,081,775
+129,143
| +1% | +$50.1M | 1.31% | 18 |
|
|
2024
Q3 | $3.5B | Buy |
8,952,632
+205,012
| +2% | +$70.8M | 1.43% | 16 |
|
|
2024
Q2 | $2.91B | Buy |
8,747,620
+405,979
| +5% | +$141M | 1.27% | 19 |
|
|
2024
Q1 | $3.06B | Buy |
8,341,641
+202,601
| +2% | +$64.8M | 1.43% | 13 |
|
|
2023
Q4 | $2.41B | Buy |
8,139,040
+173,108
| +2% | +$44.9M | 1.27% | 14 |
|
|
2023
Q3 | $2.17B | Buy |
7,965,932
+241,626
| +3% | +$65.5M | 1.23% | 14 |
|
|
2023
Q2 | $1.9B | Buy |
7,724,306
+201,384
| +3% | +$44.9M | 1.05% | 18 |
|
|
2023
Q1 | $1.72B | Buy |
7,522,922
+132,306
| +2% | +$32M | 1.05% | 16 |
|
|
2022
Q4 | $1.77B | Buy |
7,390,616
+100,168
| +1% | +$21.8M | 1.2% | 13 |
|
|
2022
Q3 | $1.2B | Sell |
7,290,448
-212,820
| -3% | -$38.9M | 0.9% | 25 |
|
|
2022
Q2 | $1.34B | Buy |
7,503,268
+230,946
| +3% | +$48.7M | 0.95% | 26 |
|
|
2022
Q1 | $1.62B | Buy |
7,272,322
+268,133
| +4% | +$56.2M | 0.96% | 26 |
|
|
2021
Q4 | $1.45B | Buy |
7,004,189
+168,085
| +2% | +$33.8M | 0.81% | 28 |
|
|
2021
Q3 | $1.31B | Buy |
6,836,104
+192,752
| +3% | +$40.1M | 0.82% | 31 |
|
|
2021
Q2 | $1.45B | Buy |
6,643,352
+228,718
| +4% | +$52.8M | 0.91% | 26 |
|
|
2021
Q1 | $1.49B | Buy |
6,414,634
+226,607
| +4% | +$46.9M | 1.05% | 22 |
|
|
2020
Q4 | $1.13B | Buy |
6,188,027
+194,728
| +3% | +$33M | 0.84% | 26 |
|
|
2020
Q3 | $894M | Buy |
5,993,299
+193,890
| +3% | +$27.2M | 0.78% | 30 |
|
|
2020
Q2 | $734M | Buy |
5,799,409
+190,262
| +3% | +$22.6M | 0.72% | 36 |
|
|
2020
Q1 | $651M | Buy |
5,609,147
+62,036
| +1% | +$7.92M | 0.81% | 37 |
|
|
2019
Q4 | $819M | Buy |
5,547,111
+170,314
| +3% | +$23.8M | 0.83% | 36 |
|
|
2019
Q3 | $679M | Buy |
5,376,797
+5,313,853
| +8,442% | +$675M | 0.75% | 41 |
|
|
2019
Q2 | $8.58M | Buy |
62,944
+33,833
| +116% | +$4.47M | 0.01% | 376 |
|
|
2019
Q1 | $3.94M | Buy |
29,111
+19,825
| +213% | +$2.63M | ﹤0.01% | 443 |
|
|
2018
Q4 | $1.18M | Sell |
9,286
-69
| -0.7% | -$8.98K | ﹤0.01% | 579 |
|
|
2018
Q3 | $1.43M | Buy |
9,355
+1,854
| +25% | +$262K | ﹤0.01% | 555 |
|
|
2018
Q2 | $1.02M | Buy |
7,501
+752
| +11% | +$112K | ﹤0.01% | 584 |
|
|
2018
Q1 | $995K | Buy |
6,749
+1,428
| +27% | +$225K | ﹤0.01% | 569 |
|
|
2017
Q4 | $838K | Sell |
5,321
-677
| -11% | -$93.9K | ﹤0.01% | 597 |
|
|
2017
Q3 | $748K | Sell |
5,998
-195
| -3% | -$22.5K | ﹤0.01% | 592 |
|
|
2017
Q2 | $665K | Buy |
6,193
+1,659
| +37% | +$169K | ﹤0.01% | 576 |
|
|
2017
Q1 | $421K | Buy |
4,534
+898
| +25% | +$85K | ﹤0.01% | 580 |
|
|
2016
Q4 | $337K | Sell |
3,636
-1,172
| -24% | -$106K | ﹤0.01% | 611 |
|
|
2016
Q3 | $427K | Buy |
4,808
+176
| +4% | +$14.4K | ﹤0.01% | 589 |
|
|
2016
Q2 | $360K | Sell |
4,632
-1,565
| -25% | -$117K | ﹤0.01% | 597 |
|
|
2016
Q1 | $491K | Buy |
6,197
+32
| +0.5% | +$2.15K | ﹤0.01% | 565 |
|
|
2015
Q4 | $419K | Sell |
6,165
-7,177
| -54% | -$502K | ﹤0.01% | 590 |
|
|
2015
Q3 | $872K | Buy |
13,342
+4,587
| +52% | +$351K | ﹤0.01% | 509 |
|
|
2015
Q2 | $743K | Buy |
8,755
+1,316
| +18% | +$113K | ﹤0.01% | 429 |
|
|
2015
Q1 | $595K | Buy |
7,439
+44
| +0.6% | +$3.66K | ﹤0.01% | 436 |
|
|
2014
Q4 | $677K | Sell |
7,395
-98
| -1% | -$9.54K | ﹤0.01% | 428 |
|
|
2014
Q3 | $742K | Sell |
7,493
-693
| -8% | -$73.5K | ﹤0.01% | 408 |
|
|
2014
Q2 | $890K | Sell |
8,186
-4,436
| -35% | -$466K | ﹤0.01% | 402 |
|
|
2014
Q1 | $1.25M | Buy |
12,622
+2,161
| +21% | +$204K | ﹤0.01% | 373 |
|
|
2013
Q4 | $950K | Sell |
10,461
-494
| -5% | -$42.2K | ﹤0.01% | 379 |
|
|
2013
Q3 | $914K | Sell |
10,955
-2,225
| -17% | -$188K | ﹤0.01% | 375 |
|
|
2013
Q2 | $1.09M | Buy |
+13,180
| New | +$1.12M | ﹤0.01% | 356 |
|
Other funds holding CAT
VCM
VPM
