Mizuho Securities’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Buy |
340
+110
| +48% | +$42.7K | 0.48% | 29 |
|
|
2025
Q1 | $75.9K | Sell |
230
-140
| -38% | -$46.2K | 0.9% | 24 |
|
|
2024
Q4 | $134K | Sell |
370
-1,560
| -81% | -$566K | 2.03% | 19 |
|
|
2024
Q3 | $755K | Buy |
+1,930
| New | +$755K | 1.86% | 15 |
|
|
2024
Q2 | – | Sell |
-740
| Closed | -$271K | – | 84 |
|
|
2024
Q1 | $271K | Sell |
740
-770
| -51% | -$282K | 1.49% | 19 |
|
|
2023
Q4 | $446K | Buy |
+1,510
| New | +$446K | 1.6% | 17 |
|
|
2023
Q3 | – | Sell |
-1,100
| Closed | -$271K | – | 71 |
|
|
2023
Q2 | $271K | Buy |
1,100
+950
| +633% | +$234K | 0.61% | 33 |
|
|
2023
Q1 | $34.3K | Buy |
150
+140
| +1,400% | +$32K | 0.11% | 59 |
|
|
2022
Q4 | $2.4K | Sell |
10
-357
| -97% | -$85.5K | 0.01% | 82 |
|
|
2022
Q3 | $60K | Sell |
367
-270
| -42% | -$44.1K | 0.02% | 63 |
|
|
2022
Q2 | $132K | Sell |
637
-770
| -55% | -$160K | 0.03% | 53 |
|
|
2022
Q1 | $313K | Buy |
1,407
+901
| +178% | +$200K | 0.07% | 42 |
|
|
2021
Q4 | $105K | Sell |
506
-141
| -22% | -$29.3K | 0.04% | 51 |
|
|
2021
Q3 | $124K | Sell |
647
-951
| -60% | -$182K | 0.04% | 62 |
|
|
2021
Q2 | $348K | Buy |
1,598
+1,011
| +172% | +$220K | 0.07% | 42 |
|
|
2021
Q1 | $136K | Sell |
587
-153
| -21% | -$35.4K | 0.03% | 46 |
|
|
2020
Q4 | $135K | Buy |
+740
| New | +$135K | 0.03% | 48 |
|
|
2020
Q3 | – | Sell |
-50
| Closed | -$6K | – | 81 |
|
|
2020
Q2 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 68 |
|
|
2020
Q1 | – | Sell |
-410
| Closed | -$61K | – | 58 |
|
|
2019
Q4 | $61K | Sell |
410
-540
| -57% | -$80.3K | 0.03% | 107 |
|
|
2019
Q3 | $120K | Buy |
950
+900
| +1,800% | +$114K | 0.08% | 67 |
|
|
2019
Q2 | $7K | Sell |
50
-1,350
| -96% | -$189K | 0.01% | 138 |
|
|
2019
Q1 | $190K | Buy |
+1,400
| New | +$190K | 0.41% | 36 |
|