Mackenzie Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $148M | Buy |
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|
2025
Q2 | $65.4M | Sell |
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|
2025
Q1 | $57.2M | Buy |
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|
2024
Q4 | $62M | Buy |
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|
2024
Q3 | $58M | Sell |
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|
2024
Q2 | $59.6M | Buy |
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|
2024
Q1 | $63.9M | Sell |
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|
2023
Q4 | $53.3M | Sell |
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|
2023
Q3 | $87.7M | Buy |
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|
2023
Q2 | $64.2M | Sell |
|
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|
2023
Q1 | $94.3M | Sell |
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|
2022
Q4 | $116M | Buy |
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|
2022
Q3 | $73M | Sell |
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|
2022
Q2 | $118M | Sell |
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|
2022
Q1 | $152M | Sell |
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|
2021
Q4 | $141M | Buy |
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|
2021
Q3 | $127M | Buy |
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|
2021
Q2 | $127M | Sell |
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|
2021
Q1 | $137M | Sell |
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|
2020
Q4 | $131M | Buy |
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|
2020
Q3 | $95.3M | Buy |
|
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|
2020
Q2 | $44.9M | Sell |
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|
2020
Q1 | $59.1M | Sell |
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|
2019
Q4 | $111M | Buy |
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|
2019
Q3 | $55M | Sell |
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|
2019
Q2 | $78.1M | Sell |
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|
2019
Q1 | $79.6M | Buy |
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|
2018
Q4 | $20.3M | Buy |
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|
2018
Q3 | $464K | Buy |
|
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|
2018
Q2 | $396K | Buy |
|
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|
2018
Q1 | $317K | Buy |
|
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $558K | Buy |
|
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|
2016
Q3 | $518K | Buy |
|
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|
2016
Q2 | $438K | Sell |
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|
2016
Q1 | $3.04M | Buy |
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|
2015
Q4 | $2.33M | Buy |
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|
2015
Q3 | $1.96M | Sell |
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|
2015
Q2 | $3.15M | Buy |
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|
2015
Q1 | $2.68M | Buy |
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|
2014
Q4 | $2.65M | Buy |
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|
2014
Q3 | $2.2M | Sell |
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|
2014
Q2 | $6.12M | Sell |
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|
2014
Q1 | $6.36M | Buy |
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|
2013
Q4 | $5.32M | Sell |
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|
2013
Q3 | $5.08M | Buy |
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|
2013
Q2 | $4.81M | Buy |
|