FWIA
Fort Washington Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.5M | Sell |
163,677
-2,741
| -2% | -$1.06M | 0.37% | 68 |
|
|
2025
Q1 | $54.9M | Sell |
166,418
-306
| -0.2% | -$101K | 0.34% | 75 |
|
|
2024
Q4 | $60.5M | Buy |
166,724
+14,338
| +9% | +$5.2M | 0.36% | 68 |
|
|
2024
Q3 | $59.6M | Buy |
152,386
+1,337
| +0.9% | +$523K | 0.36% | 68 |
|
|
2024
Q2 | $50.3M | Sell |
151,049
-10,544
| -7% | -$3.51M | 0.33% | 78 |
|
|
2024
Q1 | $59.2M | Sell |
161,593
-28,347
| -15% | -$10.4M | 0.38% | 72 |
|
|
2023
Q4 | $56.2M | Sell |
189,940
-15,445
| -8% | -$4.57M | 0.39% | 69 |
|
|
2023
Q3 | $56.1M | Buy |
205,385
+4,012
| +2% | +$1.1M | 0.42% | 63 |
|
|
2023
Q2 | $49.5M | Sell |
201,373
-1,850
| -0.9% | -$455K | 0.36% | 73 |
|
|
2023
Q1 | $46.5M | Sell |
203,223
-47,838
| -19% | -$10.9M | 0.35% | 81 |
|
|
2022
Q4 | $60.1M | Sell |
251,061
-14,079
| -5% | -$3.37M | 0.47% | 67 |
|
|
2022
Q3 | $43.5M | Buy |
265,140
+5,571
| +2% | +$914K | 0.36% | 84 |
|
|
2022
Q2 | $46.4M | Sell |
259,569
-24,310
| -9% | -$4.35M | 0.36% | 83 |
|
|
2022
Q1 | $63.3M | Buy |
283,879
+4,333
| +2% | +$965K | 0.4% | 74 |
|
|
2021
Q4 | $57.8M | Buy |
279,546
+156
| +0.1% | +$32.3K | 0.35% | 77 |
|
|
2021
Q3 | $53.6M | Buy |
279,390
+203,621
| +269% | +$39.1M | 0.34% | 81 |
|
|
2021
Q2 | $16.5M | Sell |
75,769
-45
| -0.1% | -$9.79K | 0.15% | 106 |
|
|
2021
Q1 | $17.6M | Sell |
75,814
-551
| -0.7% | -$128K | 0.17% | 94 |
|
|
2020
Q4 | $13.9M | Sell |
76,365
-135,358
| -64% | -$24.6M | 0.15% | 104 |
|
|
2020
Q3 | $31.6M | Sell |
211,723
-28,586
| -12% | -$4.26M | 0.34% | 60 |
|
|
2020
Q2 | $30.4M | Buy |
240,309
+22,974
| +11% | +$2.91M | 0.34% | 64 |
|
|
2020
Q1 | $25.2M | Buy |
217,335
+3,245
| +2% | +$377K | 0.34% | 66 |
|
|
2019
Q4 | $31.6M | Buy |
214,090
+18,694
| +10% | +$2.76M | 0.34% | 64 |
|
|
2019
Q3 | $24.7M | Buy |
195,396
+18,018
| +10% | +$2.28M | 0.27% | 77 |
|
|
2019
Q2 | $24.2M | Hold |
177,378
| – | – | 0.27% | 87 |
|
|
2019
Q1 | $24M | Buy |
177,378
+46
| +0% | +$6.23K | 0.27% | 89 |
|
|
2018
Q4 | $22.5M | Sell |
177,332
-15,344
| -8% | -$1.95M | 0.28% | 92 |
|
|
2018
Q3 | $29.4M | Buy |
192,676
+72,538
| +60% | +$11.1M | 0.29% | 75 |
|
|
2018
Q2 | $16.3M | Buy |
120,138
+65,337
| +119% | +$8.86M | 0.16% | 162 |
|
|
2018
Q1 | $8.08M | Sell |
54,801
-9,597
| -15% | -$1.41M | 0.08% | 199 |
|
|
2017
Q4 | $10.1M | Sell |
64,398
-300
| -0.5% | -$47.3K | 0.1% | 212 |
|
|
2017
Q3 | $8.07M | Sell |
64,698
-128
| -0.2% | -$16K | 0.12% | 108 |
|
|
2017
Q2 | $6.97M | Sell |
64,826
-22
| -0% | -$2.36K | 0.11% | 114 |
|
|
2017
Q1 | $6.02M | Buy |
64,848
+1,250
| +2% | +$116K | 0.1% | 119 |
|
|
2016
Q4 | $5.9M | Buy |
63,598
+55,460
| +681% | +$5.14M | 0.1% | 111 |
|
|
2016
Q3 | $722K | Buy |
+8,138
| New | +$722K | 0.01% | 309 |
|
|
2016
Q2 | – | Sell |
-50,606
| Closed | -$3.87M | – | 459 |
|
|
2016
Q1 | $3.87M | Sell |
50,606
-250
| -0.5% | -$19.1K | 0.08% | 146 |
|
|
2015
Q4 | $3.46M | Sell |
50,856
-767
| -1% | -$52.1K | 0.07% | 160 |
|
|
2015
Q3 | $3.37M | Buy |
51,623
+1,467
| +3% | +$95.9K | 0.07% | 165 |
|
|
2015
Q2 | $4.25M | Hold |
50,156
| – | – | 0.08% | 141 |
|
|
2015
Q1 | $4.01M | Sell |
50,156
-400
| -0.8% | -$32K | 0.08% | 147 |
|
|
2014
Q4 | $4.63M | Hold |
50,556
| – | – | 0.09% | 139 |
|
|
2014
Q3 | $5.01M | Sell |
50,556
-25,496
| -34% | -$2.53M | 0.1% | 138 |
|
|
2014
Q2 | $8.27M | Buy |
76,052
+135
| +0.2% | +$14.7K | 0.16% | 129 |
|
|
2014
Q1 | $7.54M | Buy |
75,917
+100
| +0.1% | +$9.94K | 0.16% | 124 |
|
|
2013
Q4 | $6.89M | Sell |
75,817
-198,375
| -72% | -$18M | 0.16% | 106 |
|
|
2013
Q3 | $22.9M | Sell |
274,192
-465
| -0.2% | -$38.8K | 0.55% | 48 |
|
|
2013
Q2 | $22.7M | Buy |
+274,657
| New | +$22.7M | 0.52% | 45 |
|