Mercer Global Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.4M | Sell |
101,569
-11,257
| -10% | -$4.37M | 0.08% | 117 |
|
|
2025
Q1 | $37.2M | Sell |
112,826
-524
| -0.5% | -$173K | 0.09% | 136 |
|
|
2024
Q4 | $41.1M | Sell |
113,350
-27,609
| -20% | -$10M | 0.1% | 120 |
|
|
2024
Q3 | $55.3M | Buy |
140,959
+7,946
| +6% | +$3.12M | 0.13% | 94 |
|
|
2024
Q2 | $43.2M | Buy |
133,013
+33,505
| +34% | +$10.9M | 0.12% | 107 |
|
|
2024
Q1 | $36.5M | Buy |
99,508
+10,223
| +11% | +$3.75M | 0.1% | 131 |
|
|
2023
Q4 | $26.4M | Buy |
89,285
+2,386
| +3% | +$705K | 0.08% | 160 |
|
|
2023
Q3 | $23.7M | Sell |
86,899
-1,166
| -1% | -$318K | 0.09% | 140 |
|
|
2023
Q2 | $21.7M | Sell |
88,065
-600
| -0.7% | -$148K | 0.09% | 161 |
|
|
2023
Q1 | $20.3M | Buy |
88,665
+7,684
| +9% | +$1.76M | 0.09% | 161 |
|
|
2022
Q4 | $19.4M | Buy |
80,981
+1,829
| +2% | +$438K | 0.1% | 163 |
|
|
2022
Q3 | $13M | Buy |
79,152
+11,259
| +17% | +$1.85M | 0.08% | 192 |
|
|
2022
Q2 | $12.1M | Buy |
67,893
+7,083
| +12% | +$1.27M | 0.07% | 192 |
|
|
2022
Q1 | $13.6M | Sell |
60,810
-4,988
| -8% | -$1.11M | 0.08% | 181 |
|
|
2021
Q4 | $13.6M | Sell |
65,798
-9,439
| -13% | -$1.95M | 0.08% | 174 |
|
|
2021
Q3 | $14.4M | Buy |
75,237
+4,708
| +7% | +$904K | 0.1% | 166 |
|
|
2021
Q2 | $15.4M | Buy |
70,529
+5,395
| +8% | +$1.17M | 0.12% | 137 |
|
|
2021
Q1 | $15.1M | Buy |
65,134
+3,889
| +6% | +$902K | 0.14% | 119 |
|
|
2020
Q4 | $11.1M | Buy |
61,245
+4,924
| +9% | +$896K | 0.14% | 111 |
|
|
2020
Q3 | $8.4M | Buy |
56,321
+1,480
| +3% | +$221K | 0.13% | 124 |
|
|
2020
Q2 | $6.94M | Buy |
54,841
+7,251
| +15% | +$917K | 0.13% | 119 |
|
|
2020
Q1 | $5.52M | Buy |
47,590
+17,798
| +60% | +$2.07M | 0.12% | 149 |
|
|
2019
Q4 | $4.4M | Buy |
29,792
+2,825
| +10% | +$417K | 0.09% | 194 |
|
|
2019
Q3 | $3.41M | Buy |
26,967
+2,603
| +11% | +$329K | 0.08% | 203 |
|
|
2019
Q2 | $3.32M | Buy |
24,364
+1,204
| +5% | +$164K | 0.09% | 190 |
|
|
2019
Q1 | $3.14M | Buy |
+23,160
| New | +$3.14M | 0.11% | 156 |
|