Perpetual Ltd’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 | $791K | Buy |
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|
2025
Q2 | $505K | Sell |
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|
2025
Q1 | $561K | Hold |
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|
2024
Q4 | $617K | Hold |
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|
2024
Q3 | $665K | Hold |
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|
2024
Q2 | $566K | Hold |
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|
2024
Q1 | $474K | Sell |
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|
2023
Q4 | $631K | Sell |
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|
2023
Q3 | $3.2M | Sell |
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|
2023
Q2 | $3.6M | Sell |
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|
2023
Q1 | $3.54M | Buy |
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|
2020
Q3 | $522K | Hold |
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|
2020
Q2 | $443K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $516K | Hold |
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|
2019
Q3 | $442K | Hold |
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|
2019
Q2 | $477K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $641K | Hold |
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|
2017
Q3 | $518K | Hold |
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|
2017
Q2 | $434K | Buy |
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|
2017
Q1 | $329K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $270K | Sell |
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|
2016
Q2 | $516K | Sell |
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|
2016
Q1 | $597K | Buy |
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|
2015
Q4 | $496K | Buy |
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|
2015
Q3 | $253K | Sell |
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|
2015
Q2 | $475K | Hold |
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|
2015
Q1 | $449K | Sell |
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|
2014
Q4 | $724K | Buy |
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|
2014
Q3 | $472K | Sell |
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|
2014
Q2 | $685K | Buy |
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|
2014
Q1 | $431K | Sell |
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|
2013
Q4 | $455K | Buy |
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|
2013
Q3 | $212K | Hold |
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|
2013
Q2 | $209K | Buy |
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