Principal Financial Group’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 | $280M | Sell |
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|
2025
Q2 | $235M | Sell |
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|
2025
Q1 | $217M | Sell |
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|
2024
Q4 | $263M | Sell |
|
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|
2024
Q3 | $285M | Buy |
|
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|
2024
Q2 | $241M | Sell |
|
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|
2024
Q1 | $276M | Buy |
|
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|
2023
Q4 | $215M | Buy |
|
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|
2023
Q3 | $181M | Buy |
|
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|
2023
Q2 | $147M | Sell |
|
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|
2023
Q1 | $141M | Buy |
|
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|
2022
Q4 | $147M | Sell |
|
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|
2022
Q3 | $162M | Sell |
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|
2022
Q2 | $182M | Sell |
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|
2022
Q1 | $230M | Sell |
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|
2021
Q4 | $217M | Sell |
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|
2021
Q3 | $206M | Buy |
|
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|
2021
Q2 | $205M | Buy |
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|
2021
Q1 | $187M | Sell |
|
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|
2020
Q4 | $151M | Sell |
|
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|
2020
Q3 | $128M | Buy |
|
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|
2020
Q2 | $98.2M | Buy |
|
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|
2020
Q1 | $88.5M | Buy |
|
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|
2019
Q4 | $112M | Sell |
|
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|
2019
Q3 | $101M | Sell |
|
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|
2019
Q2 | $111M | Sell |
|
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|
2019
Q1 | $113M | Sell |
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|
2018
Q4 | $110M | Sell |
|
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|
2018
Q3 | $135M | Buy |
|
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|
2018
Q2 | $119M | Sell |
|
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|
2018
Q1 | $131M | Buy |
|
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|
2017
Q4 | $140M | Buy |
|
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|
2017
Q3 | $108M | Sell |
|
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|
2017
Q2 | $93.7M | Buy |
|
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|
2017
Q1 | $76.9M | Buy |
|
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|
2016
Q4 | $75.4M | Buy |
|
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|
2016
Q3 | $72.1M | Buy |
|
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|
2016
Q2 | $60.7M | Buy |
|
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|
2016
Q1 | $61M | Buy |
|
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|
2015
Q4 | $52.7M | Sell |
|
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|
2015
Q3 | $51.4M | Buy |
|
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|
2015
Q2 | $66.5M | Sell |
|
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|
2015
Q1 | $62.8M | Buy |
|
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|
2014
Q4 | $68.8M | Buy |
|
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|
2014
Q3 | $73.7M | Buy |
|
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|
2014
Q2 | $79.2M | Sell |
|
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|
2014
Q1 | $74.1M | Buy |
|
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|
2013
Q4 | $66.6M | Buy |
|
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|
2013
Q3 | $60.7M | Sell |
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|
2013
Q2 | $61.8M | Buy |
|