Nan Shan Life Insurance’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Hold |
27,093
| – | – | 0.23% | 87 |
|
|
2025
Q1 | $8.94M | Hold |
27,093
| – | – | 0.21% | 83 |
|
|
2024
Q4 | $9.83M | Sell |
27,093
-60,602
| -69% | -$22M | 0.24% | 81 |
|
|
2024
Q3 | $34.3M | Buy |
+87,695
| New | +$34.3M | 0.81% | 39 |
|
|
2022
Q1 | – | Sell |
-209,500
| Closed | -$43.3M | – | 88 |
|
|
2021
Q4 | $43.3M | Hold |
209,500
| – | – | 0.66% | 53 |
|
|
2021
Q3 | $40.2M | Sell |
209,500
-71,500
| -25% | -$13.7M | 0.67% | 51 |
|
|
2021
Q2 | $61.2M | Sell |
281,000
-259,099
| -48% | -$56.4M | 1.03% | 38 |
|
|
2021
Q1 | $125M | Buy |
540,099
+87,924
| +19% | +$20.4M | 2.43% | 8 |
|
|
2020
Q4 | $82.3M | Sell |
452,175
-26,834
| -6% | -$4.88M | 1.7% | 15 |
|
|
2020
Q3 | $71.4M | Buy |
479,009
+131,009
| +38% | +$19.5M | 1.88% | 18 |
|
|
2020
Q2 | $44M | Buy |
348,000
+3,000
| +0.9% | +$380K | 1.33% | 24 |
|
|
2020
Q1 | $40M | Buy |
345,000
+60,000
| +21% | +$6.96M | 1.46% | 21 |
|
|
2019
Q4 | $42.1M | Buy |
+285,000
| New | +$42.1M | 1.31% | 24 |
|
|
2018
Q2 | – | Sell |
-230,000
| Closed | -$33.9M | – | 99 |
|
|
2018
Q1 | $33.9M | Buy |
+230,000
| New | +$33.9M | 0.69% | 44 |
|