NEOS 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
Q2 | $19.5M | Buy |
50,200
+99
| +0.2% | +$38.4K | 0.24% | 79 |
|
|
2025
Q1 | $16.5M | Buy |
50,101
+11,628
| +30% | +$3.83M | 0.31% | 63 |
|
|
2024
Q4 | $14M | Buy |
38,473
+4,035
| +12% | +$1.46M | 0.33% | 54 |
|
|
2024
Q3 | $13.5M | Buy |
34,438
+8,850
| +35% | +$3.46M | 0.41% | 48 |
|
|
2024
Q2 | $8.52M | Buy |
25,588
+11,042
| +76% | +$3.68M | 0.35% | 51 |
|
|
2024
Q1 | $5.33M | Buy |
14,546
+1,863
| +15% | +$683K | 0.33% | 59 |
|
|
2023
Q4 | $3.75M | Buy |
12,683
+1,598
| +14% | +$472K | 0.36% | 55 |
|
|
2023
Q3 | $3.03M | Buy |
+11,085
| New | +$3.03M | 0.39% | 53 |
|