Mesirow Financial Investment 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 | $36.9M | Sell |
94,936
-692
| -0.7% | -$269K | 0.72% | 30 |
|
|
2025
Q1 | $31.5M | Sell |
95,628
-2,008
| -2% | -$662K | 0.61% | 39 |
|
|
2024
Q4 | $35.4M | Sell |
97,636
-1,137
| -1% | -$412K | 0.7% | 30 |
|
|
2024
Q3 | $38.6M | Sell |
98,773
-322
| -0.3% | -$126K | 0.75% | 32 |
|
|
2024
Q2 | $33M | Buy |
99,095
+568
| +0.6% | +$189K | 0.74% | 29 |
|
|
2024
Q1 | $36.1M | Buy |
98,527
+2,774
| +3% | +$1.02M | 0.82% | 24 |
|
|
2023
Q4 | $2.29M | Buy |
+95,753
| New | +$2.29M | 0.08% | 143 |
|