Generali Powszechne Towarzystwo Emerytalne’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.75M | Hold |
25,118
| – | – | 2.01% | 18 |
|
|
2025
Q1 | $8.28M | Hold |
25,118
| – | – | 2.62% | 16 |
|
|
2024
Q4 | $9.11M | Hold |
25,118
| – | – | 3.06% | 12 |
|
|
2024
Q3 | $9.82M | Hold |
25,118
| – | – | 3.3% | 12 |
|
|
2024
Q2 | $8.37M | Hold |
25,118
| – | – | 2.91% | 13 |
|
|
2024
Q1 | $9.2M | Hold |
25,118
| – | – | 3.35% | 12 |
|
|
2023
Q4 | $7.43M | Hold |
25,118
| – | – | 3.88% | 9 |
|
|
2023
Q3 | $6.86M | Buy |
25,118
+5,000
| +25% | +$1.37M | 4.47% | 6 |
|
|
2023
Q2 | $4.95M | Hold |
20,118
| – | – | 4.03% | 8 |
|
|
2023
Q1 | $4.6M | Hold |
20,118
| – | – | 4.31% | 8 |
|
|
2022
Q4 | $4.82M | Hold |
20,118
| – | – | 4.77% | 7 |
|
|
2022
Q3 | $3.3M | Hold |
20,118
| – | – | 3.75% | 9 |
|
|
2022
Q2 | $3.6M | Hold |
20,118
| – | – | 3.84% | 8 |
|
|
2022
Q1 | $4.48M | Buy |
20,118
+1,118
| +6% | +$249K | 4.09% | 8 |
|
|
2021
Q4 | $3.93M | Buy |
+19,000
| New | +$3.93M | 3.75% | 10 |
|