Osaic Holdings’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$149M Buy
2025
Q2
$107M Buy
2025
Q1
$84.7M Sell
2024
Q4
$85.3M Buy
2024
Q3
$93.9M Sell
2024
Q2
$82.1M Sell
2024
Q1
$104M Sell
2023
Q4
$99.9M Sell
2023
Q3
$112M Buy
2023
Q2
$82.7M Buy
2023
Q1
$72.7M Sell
2022
Q4
$77.8M Buy
2022
Q3
$51M Buy
2022
Q2
$54.4M Sell
2022
Q1
$65.1M Buy
2021
Q4
$62.7M Buy
2021
Q3
$55.5M Buy
2021
Q2
$58.7M Buy
2021
Q1
$59.3M Buy
2020
Q4
$43.4M Sell
2020
Q3
$37.2M Buy
2020
Q2
$31.3M Sell
2020
Q1
$28.8M Buy