Kayne Anderson Rudnick Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Buy |
512
+183
| +56% | +$71.1K | ﹤0.01% | 501 |
|
|
2025
Q1 | $109K | Sell |
329
-17
| -5% | -$5.61K | ﹤0.01% | 524 |
|
|
2024
Q4 | $126K | Buy |
346
+187
| +118% | +$68K | ﹤0.01% | 487 |
|
|
2024
Q3 | $62.2K | Hold |
159
| – | – | ﹤0.01% | 531 |
|
|
2024
Q2 | $53K | Buy |
159
+4
| +3% | +$1.33K | ﹤0.01% | 530 |
|
|
2024
Q1 | $56.9K | Sell |
155
-2
| -1% | -$734 | ﹤0.01% | 534 |
|
|
2023
Q4 | $46.5K | Buy |
157
+37
| +31% | +$11K | ﹤0.01% | 531 |
|
|
2023
Q3 | $32.8K | Hold |
120
| – | – | ﹤0.01% | 530 |
|
|
2023
Q2 | $29.5K | Buy |
120
+12
| +11% | +$2.95K | ﹤0.01% | 533 |
|
|
2023
Q1 | $24.7K | Buy |
108
+95
| +731% | +$21.7K | ﹤0.01% | 535 |
|
|
2022
Q4 | $3.11K | Hold |
13
| – | – | ﹤0.01% | 627 |
|
|
2022
Q3 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 611 |
|
|
2020
Q1 | – | Sell |
-11
| Closed | -$2K | – | 620 |
|
|
2019
Q4 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 555 |
|
|
2019
Q3 | – | Sell |
-95,133
| Closed | -$13M | – | 558 |
|
|
2019
Q2 | $13M | Sell |
95,133
-61,577
| -39% | -$8.39M | 0.07% | 155 |
|
|
2019
Q1 | $21.2M | Buy |
156,710
+25,498
| +19% | +$3.45M | 0.12% | 122 |
|
|
2018
Q4 | $16.7M | Sell |
131,212
-29,972
| -19% | -$3.81M | 0.11% | 122 |
|
|
2018
Q3 | $24.6M | Sell |
161,184
-609
| -0.4% | -$92.9K | 0.14% | 113 |
|
|
2018
Q2 | $22M | Buy |
161,793
+67
| +0% | +$9.09K | 0.14% | 115 |
|
|
2018
Q1 | $23.8M | Sell |
161,726
-7,583
| -4% | -$1.12M | 0.18% | 109 |
|
|
2017
Q4 | $26.7M | Sell |
169,309
-772
| -0.5% | -$122K | 0.22% | 102 |
|
|
2017
Q3 | $21.2M | Buy |
+170,081
| New | +$21.2M | 0.19% | 118 |
|