Mizuho Markets Americas’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
807
-2,396
| -75% | -$930K | 0.01% | 83 |
|
|
2025
Q1 | $1.06M | Sell |
3,203
-3,756
| -54% | -$1.24M | 0.02% | 182 |
|
|
2024
Q4 | $2.52M | Sell |
6,959
-9,825
| -59% | -$3.56M | 0.05% | 167 |
|
|
2024
Q3 | $6.56M | Sell |
16,784
-320
| -2% | -$125K | 0.14% | 77 |
|
|
2024
Q2 | $5.7M | Sell |
17,104
-17,415
| -50% | -$5.8M | 0.14% | 121 |
|
|
2024
Q1 | $12.6M | Buy |
34,519
+16,395
| +90% | +$6.01M | 0.31% | 40 |
|
|
2023
Q4 | $5.36M | Buy |
18,124
+6,063
| +50% | +$1.79M | 0.15% | 71 |
|
|
2023
Q3 | $3.29M | Buy |
+12,061
| New | +$3.29M | 0.12% | 72 |
|
|
2023
Q1 | – | Sell |
-62,219
| Closed | -$14.9M | – | 76 |
|
|
2022
Q4 | $14.9M | Buy |
+62,219
| New | +$14.9M | 0.88% | 25 |
|