Menora Mivtachim Holdings’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109M | Sell |
280,000
-63,217
| -18% | -$24.5M | 0.63% | 49 |
|
|
2025
Q1 | $113M | Hold |
343,217
| – | – | 0.73% | 47 |
|
|
2024
Q4 | $125M | Sell |
343,217
-70,783
| -17% | -$25.7M | 0.78% | 42 |
|
|
2024
Q3 | $162M | Buy |
+414,000
| New | +$162M | 1.02% | 37 |
|
|
2024
Q1 | – | Sell |
-3,382
| Closed | -$1,000K | – | 88 |
|
|
2023
Q4 | $1,000K | Buy |
+3,382
| New | +$1,000K | 0.01% | 76 |
|
|
2019
Q3 | – | Sell |
-305,135
| Closed | -$41.6M | – | 64 |
|
|
2019
Q2 | $41.6M | Hold |
305,135
| – | – | 1.13% | 43 |
|
|
2019
Q1 | $41.3M | Hold |
305,135
| – | – | 1.11% | 40 |
|
|
2018
Q4 | $38.8M | Buy |
305,135
+57,500
| +23% | +$7.31M | 1.12% | 39 |
|
|
2018
Q3 | $37.8M | Hold |
247,635
| – | – | 1.02% | 43 |
|
|
2018
Q2 | $33.6M | Buy |
247,635
+146,300
| +144% | +$19.8M | 0.95% | 41 |
|
|
2018
Q1 | $14.9M | Buy |
+101,335
| New | +$14.9M | 0.47% | 72 |
|
|
2013
Q4 | – | Sell |
-71
| Closed | -$6K | – | 74 |
|
|
2013
Q3 | $6K | Hold |
71
| – | – | ﹤0.01% | 105 |
|
|
2013
Q2 | $6K | Buy |
+71
| New | +$6K | ﹤0.01% | 111 |
|