Morningstar 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
Q1 | – | Sell |
-1,348
| Closed | -$489K | – | 98 |
|
|
2024
Q4 | $489K | Hold |
1,348
| – | – | 0.04% | 127 |
|
|
2024
Q3 | $531K | Sell |
1,348
-776
| -37% | -$306K | 0.05% | 134 |
|
|
2024
Q2 | $708K | Hold |
2,124
| – | – | 0.07% | 106 |
|
|
2024
Q1 | $778K | Hold |
2,124
| – | – | 0.08% | 100 |
|
|
2023
Q4 | $628K | Buy |
2,124
+17
| +0.8% | +$5.03K | 0.07% | 113 |
|
|
2023
Q3 | $575K | Hold |
2,107
| – | – | 0.08% | 91 |
|
|
2023
Q2 | $518K | Buy |
+2,107
| New | +$518K | 0.07% | 99 |
|