Jacobs Levy Equity Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $7.1M | Sell |
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|
2023
Q4 | $24M | Buy |
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|
2023
Q3 | $20.8M | Sell |
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|
2023
Q2 | $27.7M | Buy |
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|
2023
Q1 | $20.6M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $344K | Sell |
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|
2018
Q3 | $2.68M | Sell |
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|
2018
Q2 | $12.1M | Sell |
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|
2018
Q1 | $25.6M | Sell |
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|
2017
Q4 | $32.9M | Buy |
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|
2017
Q3 | $14.2M | Buy |
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|
2017
Q2 | $3.44M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $964K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $283K | Sell |
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|
2015
Q1 | $20.7M | Sell |
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|
2014
Q4 | $33.9M | Buy |
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|
2014
Q3 | $8.4M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $13.9M | Buy |
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|
2013
Q4 | $3.96M | Buy |
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|
2013
Q3 | $2.88M | Sell |
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|
2013
Q2 | $11.6M | Buy |
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