IIM
INTECH Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.7M | Sell |
107,304
-51,385
| -32% | -$19.9M | 0.39% | 37 |
|
|
2025
Q1 | $52.3M | Sell |
158,689
-72,453
| -31% | -$23.9M | 0.54% | 26 |
|
|
2024
Q4 | $83.8M | Buy |
231,142
+55,564
| +32% | +$20.2M | 0.81% | 17 |
|
|
2024
Q3 | $68.7M | Buy |
175,578
+65,134
| +59% | +$25.5M | 0.77% | 16 |
|
|
2024
Q2 | $36.8M | Sell |
110,444
-51,679
| -32% | -$17.2M | 0.46% | 32 |
|
|
2024
Q1 | $59.4M | Buy |
162,123
+107,170
| +195% | +$39.3M | 0.84% | 18 |
|
|
2023
Q4 | $16.2M | Sell |
54,953
-24,078
| -30% | -$7.12M | 0.24% | 98 |
|
|
2023
Q3 | $21.6M | Buy |
79,031
+56,939
| +258% | +$15.5M | 0.32% | 73 |
|
|
2023
Q2 | $5.44M | Sell |
22,092
-102,747
| -82% | -$25.3M | 0.06% | 267 |
|
|
2023
Q1 | $28.6M | Buy |
124,839
+26,920
| +27% | +$6.16M | 0.23% | 115 |
|
|
2022
Q4 | $23.5M | Sell |
97,919
-50,456
| -34% | -$12.1M | 0.18% | 160 |
|
|
2022
Q3 | $24.3M | Sell |
148,375
-52,777
| -26% | -$8.66M | 0.18% | 143 |
|
|
2022
Q2 | $36M | Buy |
+201,152
| New | +$36M | 0.21% | 134 |
|