Migdal Insurance & Financial 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 | $488K | Sell |
1,256
-38
| -3% | -$14.8K | 0.01% | 168 |
|
|
2025
Q1 | $427K | Buy |
1,294
+134
| +12% | +$44.2K | 0.01% | 184 |
|
|
2024
Q4 | $421K | Hold |
1,160
| – | – | 0.01% | 177 |
|
|
2024
Q3 | $454K | Hold |
1,160
| – | – | 0.01% | 179 |
|
|
2024
Q2 | $386K | Sell |
1,160
-2
| -0.2% | -$666 | 0.01% | 188 |
|
|
2024
Q1 | $426K | Buy |
1,162
+2
| +0.2% | +$733 | 0.01% | 182 |
|
|
2023
Q4 | $343K | Hold |
1,160
| – | – | 0.01% | 205 |
|
|
2023
Q3 | $317K | Buy |
+1,160
| New | +$317K | 0.01% | 203 |
|
|
2022
Q4 | – | Sell |
-155,086
| Closed | -$25.4M | – | 525 |
|
|
2022
Q3 | $25.4M | Buy |
155,086
+155,000
| +180,233% | +$25.4M | 0.57% | 42 |
|
|
2022
Q2 | $15K | Buy |
86
+7
| +9% | +$1.22K | ﹤0.01% | 490 |
|
|
2022
Q1 | $18K | Sell |
79
-52
| -40% | -$11.8K | ﹤0.01% | 522 |
|
|
2021
Q4 | $27K | Sell |
131
-457,369
| -100% | -$94.3M | ﹤0.01% | 529 |
|
|
2021
Q3 | $87.8M | Buy |
457,500
+230,000
| +101% | +$44.2M | 0.92% | 33 |
|
|
2021
Q2 | $49.5M | Hold |
227,500
| – | – | 0.52% | 57 |
|
|
2021
Q1 | $52.8M | Buy |
227,500
+27,500
| +14% | +$6.38M | 0.53% | 55 |
|
|
2020
Q4 | $36.4M | Buy |
+200,000
| New | +$36.4M | 0.43% | 61 |
|
|
2020
Q3 | – | Sell |
-185,390
| Closed | -$23.5M | – | 679 |
|
|
2020
Q2 | $23.5M | Sell |
185,390
-24,050
| -11% | -$3.04M | 0.38% | 62 |
|
|
2020
Q1 | $24.3M | Sell |
209,440
-106,180
| -34% | -$12.3M | 0.56% | 48 |
|
|
2019
Q4 | $46.6M | Buy |
315,620
+105,000
| +50% | +$15.5M | 0.9% | 27 |
|
|
2019
Q3 | $26.6M | Buy |
210,620
+207,656
| +7,006% | +$26.2M | 0.55% | 43 |
|
|
2019
Q2 | $401K | Buy |
2,964
+2,289
| +339% | +$310K | 0.01% | 334 |
|
|
2019
Q1 | $91K | Buy |
+675
| New | +$91K | ﹤0.01% | 527 |
|
|
2018
Q4 | – | Sell |
-6,734
| Closed | -$1.03M | – | 709 |
|
|
2018
Q3 | $1.03M | Buy |
6,734
+4,148
| +160% | +$633K | 0.02% | 287 |
|
|
2018
Q2 | $349K | Buy |
+2,586
| New | +$349K | 0.01% | 382 |
|
|
2017
Q3 | – | Sell |
-159
| Closed | -$17K | – | 546 |
|
|
2017
Q2 | $17K | Buy |
159
+3
| +2% | +$321 | ﹤0.01% | 422 |
|
|
2017
Q1 | $15K | Buy |
156
+22
| +16% | +$2.12K | ﹤0.01% | 435 |
|
|
2016
Q4 | $13K | Buy |
+134
| New | +$13K | ﹤0.01% | 384 |
|