New York Life 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 | $24.9M | Buy |
64,136
+55
| +0.1% | +$21.4K | 0.23% | 87 |
|
|
2025
Q1 | $21.1M | Sell |
64,081
-881
| -1% | -$291K | 0.22% | 97 |
|
|
2024
Q4 | $23.6M | Buy |
64,962
+230
| +0.4% | +$83.4K | 0.23% | 82 |
|
|
2024
Q3 | $25.3M | Sell |
64,732
-2,713
| -4% | -$1.06M | 0.25% | 76 |
|
|
2024
Q2 | $22.5M | Sell |
67,445
-2,314
| -3% | -$771K | 0.23% | 83 |
|
|
2024
Q1 | $25.6M | Sell |
69,759
-2,809
| -4% | -$1.03M | 0.25% | 76 |
|
|
2023
Q4 | $21.5M | Sell |
72,568
-536
| -0.7% | -$158K | 0.22% | 85 |
|
|
2023
Q3 | $20M | Sell |
73,104
-328
| -0.4% | -$89.5K | 0.22% | 84 |
|
|
2023
Q2 | $18.1M | Sell |
73,432
-566
| -0.8% | -$139K | 0.19% | 111 |
|
|
2023
Q1 | $16.9M | Sell |
73,998
-13,703
| -16% | -$3.14M | 0.19% | 118 |
|
|
2022
Q4 | $21M | Sell |
87,701
-1,319
| -1% | -$316K | 0.24% | 95 |
|
|
2022
Q3 | $14.6M | Sell |
89,020
-1,228
| -1% | -$201K | 0.18% | 125 |
|
|
2022
Q2 | $16.1M | Buy |
+90,248
| New | +$16.1M | 0.19% | 111 |
|