Northwest & Ethical Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $434K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $739K | Hold |
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|
2024
Q1 | $813K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $19.6M | Hold |
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|
2016
Q1 | $19.7M | Buy |
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|
2015
Q4 | $17.3M | Buy |
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|
2015
Q3 | $15.5M | Buy |
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|
2015
Q2 | $17.3M | Sell |
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|
2015
Q1 | $22.5M | Buy |
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|
2014
Q4 | $22.6M | Buy |
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|
2014
Q3 | $22.4M | Hold |
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|
2014
Q2 | $24.6M | Sell |
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|
2014
Q1 | $24.4M | Sell |
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|
2013
Q4 | $23.3M | Buy |
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|
2013
Q3 | $13.2M | Buy |
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|
2013
Q2 | $1.9M | Buy |
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