Northwestern Mutual Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.7M | Buy |
223,378
+3,666
| +2% | +$1.42M | 0.06% | 154 |
|
|
2025
Q1 | $72.5M | Buy |
219,712
+4,260
| +2% | +$1.4M | 0.06% | 152 |
|
|
2024
Q4 | $78.2M | Buy |
215,452
+16,126
| +8% | +$5.85M | 0.07% | 134 |
|
|
2024
Q3 | $78M | Sell |
199,326
-711
| -0.4% | -$278K | 0.07% | 135 |
|
|
2024
Q2 | $66.6M | Sell |
200,037
-9,704
| -5% | -$3.23M | 0.07% | 142 |
|
|
2024
Q1 | $76.9M | Sell |
209,741
-4,352
| -2% | -$1.59M | 0.08% | 117 |
|
|
2023
Q4 | $63.3M | Sell |
214,093
-49
| -0% | -$14.5K | 0.07% | 130 |
|
|
2023
Q3 | $58.5M | Sell |
214,142
-2,008
| -0.9% | -$548K | 0.08% | 127 |
|
|
2023
Q2 | $53.2M | Sell |
216,150
-38,683
| -15% | -$9.52M | 0.07% | 142 |
|
|
2023
Q1 | $58.3M | Buy |
254,833
+1,605
| +0.6% | +$367K | 0.08% | 122 |
|
|
2022
Q4 | $60.7M | Sell |
253,228
-17,950
| -7% | -$4.3M | 0.09% | 112 |
|
|
2022
Q3 | $44.5M | Buy |
271,178
+10,926
| +4% | +$1.79M | 0.08% | 135 |
|
|
2022
Q2 | $46.5M | Buy |
260,252
+15,579
| +6% | +$2.78M | 0.08% | 123 |
|
|
2022
Q1 | $54.5M | Buy |
244,673
+52,410
| +27% | +$11.7M | 0.09% | 113 |
|
|
2021
Q4 | $39.7M | Buy |
192,263
+76,416
| +66% | +$15.8M | 0.06% | 138 |
|
|
2021
Q3 | $22.2M | Buy |
115,847
+23,696
| +26% | +$4.55M | 0.04% | 184 |
|
|
2021
Q2 | $20.1M | Buy |
92,151
+11,469
| +14% | +$2.5M | 0.04% | 188 |
|
|
2021
Q1 | $18.7M | Buy |
80,682
+11,101
| +16% | +$2.57M | 0.04% | 178 |
|
|
2020
Q4 | $12.7M | Buy |
69,581
+1,565
| +2% | +$285K | 0.03% | 209 |
|
|
2020
Q3 | $10.1M | Sell |
68,016
-5,874
| -8% | -$876K | 0.03% | 213 |
|
|
2020
Q2 | $9.35M | Sell |
73,890
-2,782
| -4% | -$352K | 0.03% | 203 |
|
|
2020
Q1 | $8.9M | Buy |
76,672
+9,014
| +13% | +$1.05M | 0.03% | 187 |
|
|
2019
Q4 | $9.99M | Buy |
67,658
+930
| +1% | +$137K | 0.03% | 186 |
|
|
2019
Q3 | $8.43M | Buy |
66,728
+730
| +1% | +$92.2K | 0.03% | 203 |
|
|
2019
Q2 | $9M | Buy |
65,998
+1,498
| +2% | +$204K | 0.04% | 192 |
|
|
2019
Q1 | $8.74M | Sell |
64,500
-2,019
| -3% | -$274K | 0.04% | 192 |
|
|
2018
Q4 | $8.45M | Sell |
66,519
-296
| -0.4% | -$37.6K | 0.04% | 183 |
|
|
2018
Q3 | $10.2M | Buy |
66,815
+5,764
| +9% | +$879K | 0.05% | 167 |
|
|
2018
Q2 | $8.28M | Buy |
61,051
+4,775
| +8% | +$648K | 0.05% | 178 |
|
|
2018
Q1 | $8.29M | Buy |
56,276
+7,196
| +15% | +$1.06M | 0.05% | 173 |
|
|
2017
Q4 | $7.73M | Buy |
49,080
+1,106
| +2% | +$174K | 0.05% | 171 |
|
|
2017
Q3 | $5.98M | Buy |
47,974
+6,212
| +15% | +$775K | 0.04% | 184 |
|
|
2017
Q2 | $4.49M | Buy |
41,762
+6,246
| +18% | +$671K | 0.04% | 196 |
|
|
2017
Q1 | $3.29M | Sell |
35,516
-1,761
| -5% | -$163K | 0.03% | 214 |
|
|
2016
Q4 | $3.46M | Buy |
+37,277
| New | +$3.46M | 0.04% | 206 |
|
|
2016
Q3 | – | Sell |
-30,724
| Closed | -$2.33M | – | 375 |
|
|
2016
Q2 | $2.33M | Buy |
30,724
+1,903
| +7% | +$144K | 0.03% | 220 |
|
|
2016
Q1 | $2.21M | Buy |
28,821
+3,802
| +15% | +$291K | 0.04% | 207 |
|
|
2015
Q4 | $1.7M | Sell |
25,019
-3,721
| -13% | -$253K | 0.03% | 224 |
|
|
2015
Q3 | $1.88M | Sell |
28,740
-1,092
| -4% | -$71.4K | 0.04% | 209 |
|
|
2015
Q2 | $2.53M | Sell |
29,832
-656
| -2% | -$55.7K | 0.07% | 177 |
|
|
2015
Q1 | $2.44M | Sell |
30,488
-483
| -2% | -$38.6K | 0.07% | 175 |
|
|
2014
Q4 | $2.84M | Buy |
30,971
+1,544
| +5% | +$141K | 0.09% | 158 |
|
|
2014
Q3 | $2.92M | Buy |
29,427
+5,729
| +24% | +$568K | 0.1% | 152 |
|
|
2014
Q2 | $2.58M | Sell |
23,698
-2,471
| -9% | -$268K | 0.1% | 146 |
|
|
2014
Q1 | $2.6M | Buy |
26,169
+503
| +2% | +$50K | 0.11% | 145 |
|
|
2013
Q4 | $2.33M | Sell |
25,666
-36,227
| -59% | -$3.29M | 0.11% | 140 |
|
|
2013
Q3 | $5.16M | Sell |
61,893
-18,130
| -23% | -$1.51M | 0.27% | 81 |
|
|
2013
Q2 | $6.6M | Buy |
+80,023
| New | +$6.6M | 0.39% | 61 |
|