IFM Investors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.1M | Buy |
92,878
+1,698
| +2% | +$659K | 0.34% | 48 |
|
|
2025
Q1 | $30.1M | Sell |
91,180
-432
| -0.5% | -$142K | 0.33% | 59 |
|
|
2024
Q4 | $33.2M | Sell |
91,612
-8,666
| -9% | -$3.14M | 0.34% | 51 |
|
|
2024
Q3 | $39.2M | Sell |
100,278
-1,319
| -1% | -$516K | 0.38% | 47 |
|
|
2024
Q2 | $33.8M | Hold |
101,597
| – | – | 0.34% | 50 |
|
|
2024
Q1 | $37.2M | Sell |
101,597
-936
| -0.9% | -$343K | 0.41% | 43 |
|
|
2023
Q4 | $30.3M | Sell |
102,533
-1,754
| -2% | -$519K | 0.37% | 51 |
|
|
2023
Q3 | $28.5M | Buy |
104,287
+3,140
| +3% | +$857K | 0.37% | 49 |
|
|
2023
Q2 | $24.9M | Buy |
101,147
+3,717
| +4% | +$915K | 0.33% | 55 |
|
|
2023
Q1 | $22.3M | Buy |
97,430
+1,966
| +2% | +$450K | 0.34% | 56 |
|
|
2022
Q4 | $22.9M | Buy |
95,464
+3,403
| +4% | +$815K | 0.38% | 53 |
|
|
2022
Q3 | $15.1M | Buy |
92,061
+1,736
| +2% | +$285K | 0.27% | 76 |
|
|
2022
Q2 | $16.1M | Buy |
90,325
+5,308
| +6% | +$949K | 0.28% | 69 |
|
|
2022
Q1 | $18.9M | Buy |
85,017
+13,262
| +18% | +$2.95M | 0.29% | 73 |
|
|
2021
Q4 | $14.8M | Sell |
71,755
-829
| -1% | -$171K | 0.27% | 76 |
|
|
2021
Q3 | $13.9M | Sell |
72,584
-66
| -0.1% | -$12.7K | 0.29% | 69 |
|
|
2021
Q2 | $15.8M | Buy |
72,650
+14,289
| +24% | +$3.11M | 0.32% | 65 |
|
|
2021
Q1 | $13.5M | Buy |
58,361
+5,958
| +11% | +$1.38M | 0.36% | 56 |
|
|
2020
Q4 | $9.54M | Buy |
52,403
+7,445
| +17% | +$1.36M | 0.3% | 64 |
|
|
2020
Q3 | $6.71M | Buy |
44,958
+4,134
| +10% | +$617K | 0.28% | 70 |
|
|
2020
Q2 | $5.16M | Sell |
40,824
-15,818
| -28% | -$2M | 0.27% | 72 |
|
|
2020
Q1 | $6.33M | Sell |
56,642
-2,283
| -4% | -$255K | 0.28% | 72 |
|
|
2019
Q4 | $8.7M | Sell |
58,925
-3,302
| -5% | -$488K | 0.31% | 67 |
|
|
2019
Q3 | $7.86M | Buy |
62,227
+21,377
| +52% | +$2.7M | 0.29% | 71 |
|
|
2019
Q2 | $5.57M | Buy |
40,850
+1,930
| +5% | +$263K | 0.32% | 66 |
|
|
2019
Q1 | $5.27M | Buy |
38,920
+4,374
| +13% | +$593K | 0.34% | 63 |
|
|
2018
Q4 | $4.39M | Buy |
34,546
+2,952
| +9% | +$375K | 0.36% | 61 |
|
|
2018
Q3 | $4.82M | Buy |
31,594
+4,527
| +17% | +$690K | 0.37% | 60 |
|
|
2018
Q2 | $3.67M | Buy |
27,067
+8,661
| +47% | +$1.17M | 0.35% | 61 |
|
|
2018
Q1 | $2.71M | Buy |
18,406
+1,816
| +11% | +$268K | 0.39% | 53 |
|
|
2017
Q4 | $2.61M | Buy |
16,590
+79
| +0.5% | +$12.4K | 0.41% | 50 |
|
|
2017
Q3 | $2.06M | Buy |
16,511
+142
| +0.9% | +$17.7K | 0.35% | 64 |
|
|
2017
Q2 | $1.76M | Buy |
16,369
+4,160
| +34% | +$447K | 0.32% | 72 |
|
|
2017
Q1 | $1.13M | Buy |
12,209
+4,378
| +56% | +$406K | 0.29% | 81 |
|
|
2016
Q4 | $726K | Buy |
+7,831
| New | +$726K | 0.34% | 73 |
|