MML Investors Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.9M | Sell |
154,361
-1,301
| -0.8% | -$505K | 0.17% | 119 |
|
|
2025
Q1 | $51.3M | Buy |
155,662
+7,560
| +5% | +$2.49M | 0.17% | 125 |
|
|
2024
Q4 | $53.7M | Buy |
148,102
+1,459
| +1% | +$529K | 0.19% | 111 |
|
|
2024
Q3 | $57.4M | Buy |
146,643
+6,694
| +5% | +$2.62M | 0.21% | 104 |
|
|
2024
Q2 | $46.6M | Sell |
139,949
-11,095
| -7% | -$3.7M | 0.19% | 119 |
|
|
2024
Q1 | $55.3M | Sell |
151,044
-6,834
| -4% | -$2.5M | 0.23% | 92 |
|
|
2023
Q4 | $46.7M | Buy |
157,878
+30,418
| +24% | +$8.99M | 0.22% | 103 |
|
|
2023
Q3 | $34.8M | Sell |
127,460
-17,942
| -12% | -$4.9M | 0.19% | 106 |
|
|
2023
Q2 | $35.8M | Buy |
145,402
+22,723
| +19% | +$5.59M | 0.2% | 105 |
|
|
2023
Q1 | $28.1M | Sell |
122,679
-8,604
| -7% | -$1.97M | 0.2% | 108 |
|
|
2022
Q4 | $31.5M | Buy |
131,283
+10,248
| +8% | +$2.45M | 0.21% | 116 |
|
|
2022
Q3 | $19.9M | Buy |
121,035
+5,648
| +5% | +$927K | 0.15% | 150 |
|
|
2022
Q2 | $20.6M | Buy |
115,387
+2,106
| +2% | +$376K | 0.16% | 146 |
|
|
2022
Q1 | $25.2M | Buy |
113,281
+5,212
| +5% | +$1.16M | 0.18% | 119 |
|
|
2021
Q4 | $22.3M | Buy |
108,069
+11,303
| +12% | +$2.34M | 0.16% | 136 |
|
|
2021
Q3 | $18.6M | Buy |
96,766
+12,141
| +14% | +$2.33M | 0.15% | 150 |
|
|
2021
Q2 | $18.4M | Buy |
84,625
+2,920
| +4% | +$635K | 0.15% | 147 |
|
|
2021
Q1 | $18.9M | Sell |
81,705
-1,895
| -2% | -$439K | 0.18% | 129 |
|
|
2020
Q4 | $15.2M | Sell |
83,600
-2,914
| -3% | -$530K | 0.16% | 145 |
|
|
2020
Q3 | $12.9M | Buy |
86,514
+970
| +1% | +$145K | 0.16% | 148 |
|
|
2020
Q2 | $10.8M | Buy |
85,544
+833
| +1% | +$105K | 0.14% | 171 |
|
|
2020
Q1 | $9.83M | Buy |
84,711
+26,863
| +46% | +$3.12M | 0.17% | 152 |
|
|
2019
Q4 | $8.54M | Buy |
57,848
+177
| +0.3% | +$26.1K | 0.12% | 192 |
|
|
2019
Q3 | $7.28M | Sell |
57,671
-18,645
| -24% | -$2.35M | 0.12% | 193 |
|
|
2019
Q2 | $10.4M | Buy |
76,316
+752
| +1% | +$102K | 0.15% | 162 |
|
|
2019
Q1 | $10.2M | Buy |
75,564
+3,791
| +5% | +$514K | 0.16% | 152 |
|
|
2018
Q4 | $9.12M | Buy |
71,773
+5,926
| +9% | +$753K | 0.16% | 150 |
|
|
2018
Q3 | $10M | Buy |
65,847
+23,859
| +57% | +$3.64M | 0.17% | 147 |
|
|
2018
Q2 | $5.7M | Buy |
41,988
+841
| +2% | +$114K | 0.12% | 177 |
|
|
2018
Q1 | $6.06M | Buy |
41,147
+2,395
| +6% | +$353K | 0.13% | 169 |
|
|
2017
Q4 | $6.11M | Buy |
38,752
+2,447
| +7% | +$386K | 0.12% | 166 |
|
|
2017
Q3 | $4.53M | Buy |
36,305
+1,343
| +4% | +$168K | 0.09% | 190 |
|
|
2017
Q2 | $3.76M | Sell |
34,962
-1,098
| -3% | -$118K | 0.07% | 209 |
|
|
2017
Q1 | $3.35M | Buy |
+36,060
| New | +$3.35M | 0.07% | 101 |
|