Nisa Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.3M | Sell |
160,371
-10,814
| -6% | -$4.2M | 0.28% | 52 |
|
|
2025
Q1 | $56.5M | Buy |
171,185
+8,053
| +5% | +$2.66M | 0.28% | 56 |
|
|
2024
Q4 | $59.2M | Sell |
163,132
-1,915
| -1% | -$695K | 0.23% | 63 |
|
|
2024
Q3 | $64.6M | Buy |
165,047
+3,922
| +2% | +$1.53M | 0.38% | 47 |
|
|
2024
Q2 | $53.7M | Buy |
161,125
+8,064
| +5% | +$2.69M | 0.34% | 49 |
|
|
2024
Q1 | $56.1M | Sell |
153,061
-6,608
| -4% | -$2.42M | 0.36% | 53 |
|
|
2023
Q4 | $47.2M | Sell |
159,669
-872
| -0.5% | -$258K | 0.33% | 58 |
|
|
2023
Q3 | $43.8M | Sell |
160,541
-3,523
| -2% | -$962K | 0.33% | 54 |
|
|
2023
Q2 | $40.4M | Sell |
164,064
-7,195
| -4% | -$1.77M | 0.3% | 68 |
|
|
2023
Q1 | $39.2M | Buy |
171,259
+3,751
| +2% | +$858K | 0.31% | 71 |
|
|
2022
Q4 | $40.1M | Sell |
167,508
-4,915
| -3% | -$1.18M | 0.32% | 75 |
|
|
2022
Q3 | $28.5M | Sell |
172,423
-9,070
| -5% | -$1.5M | 0.24% | 88 |
|
|
2022
Q2 | $32.4M | Buy |
181,493
+4,064
| +2% | +$726K | 0.28% | 74 |
|
|
2022
Q1 | $39.5M | Sell |
177,429
-27,096
| -13% | -$6.04M | 0.28% | 78 |
|
|
2021
Q4 | $41.2M | Sell |
204,525
-12,385
| -6% | -$2.5M | 0.31% | 75 |
|
|
2021
Q3 | $41.6K | Buy |
216,910
+5,532
| +3% | +$1.06K | 0.25% | 80 |
|
|
2021
Q2 | $46K | Buy |
211,378
+34,117
| +19% | +$7.43K | 0.29% | 72 |
|
|
2021
Q1 | $41.1K | Sell |
177,261
-20
| -0% | -$5 | 0.26% | 80 |
|
|
2020
Q4 | $32.3M | Buy |
177,281
+250
| +0.1% | +$45.5K | 0.21% | 113 |
|
|
2020
Q3 | $26.4M | Sell |
177,031
-2,500
| -1% | -$373K | 0.21% | 109 |
|
|
2020
Q2 | $22.7M | Sell |
179,531
-100
| -0.1% | -$12.7K | 0.21% | 109 |
|
|
2020
Q1 | $20.8M | Sell |
179,631
-7,120
| -4% | -$826K | 0.23% | 103 |
|
|
2019
Q4 | $27.6M | Sell |
186,751
-7,410
| -4% | -$1.09M | 0.24% | 96 |
|
|
2019
Q3 | $24.5M | Sell |
194,161
-4,505
| -2% | -$569K | 0.22% | 103 |
|
|
2019
Q2 | $27.1M | Sell |
198,666
-6,900
| -3% | -$940K | 0.26% | 85 |
|
|
2019
Q1 | $27.9M | Hold |
205,566
| – | – | 0.27% | 83 |
|
|
2018
Q4 | $26.1M | Sell |
205,566
-14,953
| -7% | -$1.9M | 0.29% | 80 |
|
|
2018
Q3 | $33.6M | Buy |
220,519
+5,620
| +3% | +$857K | 0.31% | 70 |
|
|
2018
Q2 | $29.2M | Sell |
214,899
-3,495
| -2% | -$474K | 0.3% | 73 |
|
|
2018
Q1 | $32.6M | Buy |
218,394
+2,500
| +1% | +$373K | 0.34% | 66 |
|
|
2017
Q4 | $34M | Buy |
215,894
+10,694
| +5% | +$1.69M | 0.35% | 60 |
|
|
2017
Q3 | $25.6M | Sell |
205,200
-8,865
| -4% | -$1.11M | 0.29% | 77 |
|
|
2017
Q2 | $22.9M | Buy |
214,065
+1,880
| +0.9% | +$201K | 0.27% | 86 |
|
|
2017
Q1 | $19.7M | Sell |
212,185
-10,380
| -5% | -$963K | 0.23% | 98 |
|
|
2016
Q4 | $20.6M | Sell |
222,565
-26,330
| -11% | -$2.44M | 0.25% | 84 |
|
|
2016
Q3 | $22.1M | Buy |
248,895
+8,975
| +4% | +$797K | 0.29% | 75 |
|
|
2016
Q2 | $18.2M | Buy |
239,920
+25,210
| +12% | +$1.91M | 0.24% | 93 |
|
|
2016
Q1 | $16.4M | Sell |
214,710
-920
| -0.4% | -$70.4K | 0.24% | 96 |
|
|
2015
Q4 | $14.7M | Buy |
215,630
+11,800
| +6% | +$802K | 0.21% | 113 |
|
|
2015
Q3 | $13.4M | Buy |
203,830
+25,490
| +14% | +$1.68M | 0.21% | 118 |
|
|
2015
Q2 | $15.1M | Sell |
178,340
-11,310
| -6% | -$959K | 0.21% | 112 |
|
|
2015
Q1 | $15.2M | Sell |
189,650
-13,700
| -7% | -$1.1M | 0.21% | 108 |
|
|
2014
Q4 | $18.6M | Buy |
203,350
+5,900
| +3% | +$540K | 0.26% | 87 |
|
|
2014
Q3 | $19.6M | Sell |
197,450
-500
| -0.3% | -$49.5K | 0.27% | 84 |
|
|
2014
Q2 | $21.5M | Sell |
197,950
-200
| -0.1% | -$21.7K | 0.3% | 71 |
|
|
2014
Q1 | $19.7M | Buy |
198,150
+10,700
| +6% | +$1.06M | 0.28% | 78 |
|
|
2013
Q4 | $17M | Sell |
187,450
-22,400
| -11% | -$2.03M | 0.24% | 92 |
|
|
2013
Q3 | $17.5M | Buy |
209,850
+16,700
| +9% | +$1.39M | 0.27% | 82 |
|
|
2013
Q2 | $15.9M | Buy |
+193,150
| New | +$15.9M | 0.25% | 88 |
|