Mather Group’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
$9.16M Sell
2025
Q2
$7.55M Buy
2025
Q1
$4.11M Buy
2024
Q4
$4.34M Sell
2024
Q3
$4.76M Sell
2024
Q2
$9.16M Buy
2024
Q1
$2.14M Sell
2023
Q4
$2.75M Buy
2023
Q3
$2.23M Sell
2023
Q2
$2.13M Buy
2023
Q1
$714K Buy
2022
Q4
$651K Sell
2022
Q3
$467K Buy
2022
Q2
$472K Buy
2022
Q1
$577K Buy
2021
Q4
$502K Buy
2021
Q3
$440K Sell
2021
Q2
$508K Buy
2021
Q1
$532K Buy
2020
Q4
$359K Buy