Principal Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235M | Sell |
606,007
-52,960
| -8% | -$20.6M | 0.12% | 160 |
|
|
2025
Q1 | $217M | Sell |
658,967
-64,809
| -9% | -$21.4M | 0.12% | 161 |
|
|
2024
Q4 | $263M | Sell |
723,776
-5,878
| -0.8% | -$2.13M | 0.14% | 140 |
|
|
2024
Q3 | $285M | Buy |
729,654
+5,371
| +0.7% | +$2.1M | 0.16% | 133 |
|
|
2024
Q2 | $241M | Sell |
724,283
-28,368
| -4% | -$9.45M | 0.14% | 142 |
|
|
2024
Q1 | $276M | Buy |
752,651
+24,798
| +3% | +$9.09M | 0.16% | 129 |
|
|
2023
Q4 | $215M | Buy |
727,853
+65,635
| +10% | +$19.4M | 0.14% | 145 |
|
|
2023
Q3 | $181M | Buy |
662,218
+62,985
| +11% | +$17.2M | 0.13% | 151 |
|
|
2023
Q2 | $147M | Sell |
599,233
-18,694
| -3% | -$4.6M | 0.1% | 187 |
|
|
2023
Q1 | $141M | Buy |
617,927
+2,782
| +0.5% | +$637K | 0.1% | 193 |
|
|
2022
Q4 | $147M | Sell |
615,145
-371,536
| -38% | -$89M | 0.11% | 191 |
|
|
2022
Q3 | $162M | Sell |
986,681
-30,310
| -3% | -$4.97M | 0.13% | 167 |
|
|
2022
Q2 | $182M | Sell |
1,016,991
-17,003
| -2% | -$3.04M | 0.13% | 160 |
|
|
2022
Q1 | $230M | Sell |
1,033,994
-16,511
| -2% | -$3.68M | 0.15% | 160 |
|
|
2021
Q4 | $217M | Sell |
1,050,505
-24,586
| -2% | -$5.08M | 0.13% | 172 |
|
|
2021
Q3 | $206M | Buy |
1,075,091
+133,130
| +14% | +$25.6M | 0.13% | 170 |
|
|
2021
Q2 | $205M | Buy |
941,961
+137,599
| +17% | +$29.9M | 0.13% | 172 |
|
|
2021
Q1 | $187M | Sell |
804,362
-25,984
| -3% | -$6.02M | 0.13% | 171 |
|
|
2020
Q4 | $151M | Sell |
830,346
-29,525
| -3% | -$5.37M | 0.11% | 189 |
|
|
2020
Q3 | $128M | Buy |
859,871
+83,756
| +11% | +$12.5M | 0.11% | 193 |
|
|
2020
Q2 | $98.2M | Buy |
776,115
+13,580
| +2% | +$1.72M | 0.09% | 240 |
|
|
2020
Q1 | $88.5M | Buy |
762,535
+2,561
| +0.3% | +$297K | 0.1% | 221 |
|
|
2019
Q4 | $112M | Sell |
759,974
-38,228
| -5% | -$5.65M | 0.09% | 246 |
|
|
2019
Q3 | $101M | Sell |
798,202
-12,675
| -2% | -$1.6M | 0.09% | 255 |
|
|
2019
Q2 | $111M | Sell |
810,877
-24,629
| -3% | -$3.36M | 0.1% | 233 |
|
|
2019
Q1 | $113M | Sell |
835,506
-27,089
| -3% | -$3.67M | 0.11% | 221 |
|
|
2018
Q4 | $110M | Sell |
862,595
-23,028
| -3% | -$2.93M | 0.12% | 206 |
|
|
2018
Q3 | $135M | Buy |
885,623
+9,515
| +1% | +$1.45M | 0.12% | 209 |
|
|
2018
Q2 | $119M | Sell |
876,108
-12,970
| -1% | -$1.76M | 0.11% | 219 |
|
|
2018
Q1 | $131M | Buy |
889,078
+2,010
| +0.2% | +$296K | 0.13% | 208 |
|
|
2017
Q4 | $140M | Buy |
887,068
+22,667
| +3% | +$3.57M | 0.13% | 212 |
|
|
2017
Q3 | $108M | Sell |
864,401
-7,451
| -0.9% | -$929K | 0.1% | 248 |
|
|
2017
Q2 | $93.7M | Buy |
871,852
+43,294
| +5% | +$4.65M | 0.09% | 267 |
|
|
2017
Q1 | $76.9M | Buy |
828,558
+15,459
| +2% | +$1.43M | 0.09% | 231 |
|
|
2016
Q4 | $75.4M | Buy |
813,099
+584
| +0.1% | +$54.2K | 0.1% | 222 |
|
|
2016
Q3 | $72.1M | Buy |
812,515
+11,969
| +1% | +$1.06M | 0.09% | 223 |
|
|
2016
Q2 | $60.7M | Buy |
800,546
+4,161
| +0.5% | +$315K | 0.08% | 242 |
|
|
2016
Q1 | $61M | Buy |
796,385
+21,480
| +3% | +$1.64M | 0.09% | 240 |
|
|
2015
Q4 | $52.7M | Sell |
774,905
-11,923
| -2% | -$810K | 0.08% | 261 |
|
|
2015
Q3 | $51.4M | Buy |
786,828
+3,301
| +0.4% | +$216K | 0.08% | 262 |
|
|
2015
Q2 | $66.5M | Sell |
783,527
-855
| -0.1% | -$72.5K | 0.1% | 240 |
|
|
2015
Q1 | $62.8M | Buy |
784,382
+32,967
| +4% | +$2.64M | 0.09% | 248 |
|
|
2014
Q4 | $68.8M | Buy |
751,415
+7,532
| +1% | +$689K | 0.11% | 240 |
|
|
2014
Q3 | $73.7M | Buy |
743,883
+15,406
| +2% | +$1.53M | 0.13% | 211 |
|
|
2014
Q2 | $79.2M | Sell |
728,477
-17,104
| -2% | -$1.86M | 0.13% | 204 |
|
|
2014
Q1 | $74.1M | Buy |
745,581
+12,158
| +2% | +$1.21M | 0.13% | 206 |
|
|
2013
Q4 | $66.6M | Buy |
733,423
+4,872
| +0.7% | +$442K | 0.12% | 219 |
|
|
2013
Q3 | $60.7M | Sell |
728,551
-21,082
| -3% | -$1.76M | 0.13% | 212 |
|
|
2013
Q2 | $61.8M | Buy |
+749,633
| New | +$61.8M | 0.14% | 197 |
|