Meeder Asset 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 | $23.7K | Sell |
61
-113
| -65% | -$43.9K | ﹤0.01% | 492 |
|
|
2025
Q1 | $57.4K | Sell |
174
-78
| -31% | -$25.7K | ﹤0.01% | 371 |
|
|
2024
Q4 | $91.4K | Buy |
252
+174
| +223% | +$63.1K | 0.01% | 296 |
|
|
2024
Q3 | $30.5K | Sell |
78
-192
| -71% | -$75.1K | ﹤0.01% | 438 |
|
|
2024
Q2 | $89.9K | Sell |
270
-830
| -75% | -$276K | 0.01% | 273 |
|
|
2024
Q1 | $403K | Buy |
1,100
+67
| +6% | +$24.6K | 0.03% | 225 |
|
|
2023
Q4 | $305K | Buy |
1,033
+19
| +2% | +$5.62K | 0.02% | 226 |
|
|
2023
Q3 | $277K | Buy |
1,014
+130
| +15% | +$35.5K | 0.02% | 229 |
|
|
2023
Q2 | $218K | Sell |
884
-81
| -8% | -$19.9K | 0.02% | 289 |
|
|
2023
Q1 | $221K | Buy |
965
+44
| +5% | +$10.1K | 0.02% | 290 |
|
|
2022
Q4 | $221K | Sell |
921
-6,226
| -87% | -$1.49M | 0.02% | 372 |
|
|
2022
Q3 | $1.17M | Sell |
7,147
-1,232
| -15% | -$202K | 0.07% | 215 |
|
|
2022
Q2 | $1.5M | Buy |
8,379
+1,012
| +14% | +$181K | 0.09% | 188 |
|
|
2022
Q1 | $1.64M | Buy |
7,367
+156
| +2% | +$34.8K | 0.08% | 183 |
|
|
2021
Q4 | $1.49M | Buy |
7,211
+322
| +5% | +$66.6K | 0.15% | 110 |
|
|
2021
Q3 | $1.32M | Sell |
6,889
-14,967
| -68% | -$2.87M | 0.07% | 226 |
|
|
2021
Q2 | $4.76M | Buy |
21,856
+1,184
| +6% | +$258K | 0.22% | 99 |
|
|
2021
Q1 | $4.79M | Buy |
20,672
+16,685
| +418% | +$3.87M | 0.25% | 94 |
|
|
2020
Q4 | $726K | Sell |
3,987
-4,270
| -52% | -$778K | 0.16% | 115 |
|
|
2020
Q3 | $1.23M | Sell |
8,257
-5,757
| -41% | -$859K | 0.08% | 203 |
|
|
2020
Q2 | $1.77M | Buy |
14,014
+9,278
| +196% | +$1.17M | 0.12% | 159 |
|
|
2020
Q1 | $550K | Sell |
4,736
-16,874
| -78% | -$1.96M | 0.04% | 314 |
|
|
2019
Q4 | $3.19M | Buy |
21,610
+17,229
| +393% | +$2.54M | 0.19% | 110 |
|
|
2019
Q3 | $553K | Buy |
4,381
+166
| +4% | +$21K | 0.04% | 390 |
|
|
2019
Q2 | $574K | Buy |
4,215
+683
| +19% | +$93K | 0.04% | 390 |
|
|
2019
Q1 | $478K | Buy |
3,532
+2,987
| +548% | +$404K | 0.04% | 378 |
|
|
2018
Q4 | $69K | Buy |
+545
| New | +$69K | 0.01% | 738 |
|
|
2018
Q3 | – | Sell |
-95
| Closed | -$12.9K | – | 1549 |
|
|
2018
Q2 | $12.9K | Sell |
95
-13,682
| -99% | -$1.86M | ﹤0.01% | 1074 |
|
|
2018
Q1 | $2.03M | Buy |
13,777
+13,682
| +14,402% | +$2.02M | 0.19% | 125 |
|
|
2017
Q4 | $15K | Buy |
+95
| New | +$15K | ﹤0.01% | 1015 |
|
|
2016
Q2 | – | Sell |
-5,000
| Closed | -$383K | – | 886 |
|
|
2016
Q1 | $383K | Buy |
+5,000
| New | +$383K | 0.04% | 465 |
|
|
2015
Q1 | – | Sell |
-39,980
| Closed | -$3.66M | – | 517 |
|
|
2014
Q4 | $3.66M | Buy |
39,980
+135
| +0.3% | +$12.4K | 0.47% | 66 |
|
|
2014
Q3 | $3.95M | Buy |
39,845
+2,785
| +8% | +$276K | 0.58% | 62 |
|
|
2014
Q2 | $4.03M | Buy |
+37,060
| New | +$4.03M | 0.6% | 48 |
|