Manning & Napier Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$31M Sell
2025
Q1
$33.8M Sell
2024
Q4
$41.2M Sell
2024
Q3
$48.7M Sell
2024
Q2
$44.9M Buy
2017
Q2
Sell
2017
Q1
$8M Buy
2016
Q4
$7.71M Buy
2016
Q3
$6.97M Sell
2016
Q2
$6.18M Sell
2016
Q1
$6.3M Sell
2015
Q4
$5.68M Sell
2015
Q3
$5.61M Sell
2015
Q2
$7.47M Buy
2015
Q1
$5.78M Buy
2014
Q4
$6.51M Sell
2014
Q3
$8M Buy
2014
Q2
$8.08M Sell
2014
Q1
$152M Sell
2013
Q4
$236M Buy
2013
Q3
$212M Sell
2013
Q2
$258M Buy