Putnam Investments’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$4.27M Sell
14,436
-19,602
-58% -$5.08M 0.01% 473
2023
Q3
$9.29M Sell
34,038
-3,455
-9% -$937K 0.01% 320
2023
Q2
$9.23M Buy
37,493
+259
+0.7% +$57.7K 0.01% 331
2023
Q1
$8.52M Buy
37,234
+17,948
+93% +$4.34M 0.01% 338
2022
Q4
$4.62M Sell
19,286
-2,185
-10% -$476K 0.01% 458
2022
Q3
$3.52M Buy
21,471
+3,559
+20% +$650K 0.01% 534
2022
Q2
$3.2M Sell
17,912
-3,360
-16% -$708K 0.01% 632
2022
Q1
$4.74M Sell
21,272
-1,547
-7% -$324K 0.01% 518
2021
Q4
$4.72M Sell
22,819
-1,460
-6% -$294K 0.01% 563
2021
Q3
$4.66M Buy
24,279
+21,966
+950% +$4.57M 0.01% 541
2021
Q2
$498K Buy
2,313
+22
+1% +$5.08K ﹤0.01% 712
2021
Q1
$531K Sell
2,291
-68
-3% -$14.1K ﹤0.01% 703
2020
Q4
$429K Sell
2,359
-948
-29% -$161K ﹤0.01% 744
2020
Q3
$493K Sell
3,307
-31,652
-91% -$4.45M ﹤0.01% 773
2020
Q2
$4.42M Sell
34,959
-15,838
-31% -$1.88M 0.01% 493
2020
Q1
$5.89M Sell
50,797
-72,420
-59% -$9.25M 0.02% 411
2019
Q4
$18.2M Sell
123,217
-137,749
-53% -$19.2M 0.04% 269
2019
Q3
$33M Buy
260,966
+101,815
+64% +$12.9M 0.07% 205
2019
Q2
$21.7M Sell
159,151
-95
-0.1% -$12.6K 0.05% 234
2019
Q1
$21.6M Buy
159,246
+10,269
+7% +$1.36M 0.05% 235
2018
Q4
$18.9M Sell
148,977
-23,384
-14% -$3.04M 0.05% 231
2018
Q3
$26.3M Sell
172,361
-102,928
-37% -$14.6M 0.06% 230
2018
Q2
$37.3M Sell
275,289
-102,236
-27% -$15.3M 0.09% 199
2018
Q1
$55.6M Buy
377,525
+73,033
+24% +$11.5M 0.13% 163
2017
Q4
$48M Buy
304,492
+40,567
+15% +$5.63M 0.11% 173
2017
Q3
$32.9M Buy
263,925
+105,141
+66% +$12.1M 0.08% 205
2017
Q2
$17.1M Buy
158,784
+147,484
+1,305% +$15M 0.04% 284
2017
Q1
$1.05M Sell
11,300
-400
-3% -$37.9K ﹤0.01% 989
2016
Q4
$1.08M Sell
11,700
-1,576
-12% -$143K ﹤0.01% 989
2016
Q3
$1.18M Buy
13,276
+976
+8% +$79.9K ﹤0.01% 984
2016
Q2
$932K Sell
12,300
-87,109
-88% -$6.53M ﹤0.01% 1111
2016
Q1
$7.61M Buy
99,409
+200
+0.2% +$13.4K 0.02% 511
2015
Q4
$6.74M Buy
99,209
+18,330
+23% +$1.28M 0.02% 568
2015
Q3
$5.29M Buy
80,879
+12,253
+18% +$937K 0.01% 647
2015
Q2
$5.82M Sell
68,626
-99,837
-59% -$8.58M 0.01% 663
2015
Q1
$13.5M Sell
168,463
-105,157
-38% -$8.74M 0.03% 427
2014
Q4
$25M Sell
273,620
-617
-0.2% -$60.1K 0.05% 305
2014
Q3
$27.2M Sell
274,237
-161,476
-37% -$17.1M 0.06% 276
2014
Q2
$47.3M Buy
435,713
+67,358
+18% +$7.07M 0.1% 196
2014
Q1
$36.6M Buy
368,355
+342,062
+1,301% +$32.3M 0.08% 232
2013
Q4
$2.39M Buy
26,293
+1,300
+5% +$111K 0.01% 999
2013
Q3
$2.08M Sell
24,993
-59
-0.2% -$4.99K 0.01% 1053
2013
Q2
$2.07M Buy
+25,052
New +$2.13M 0.01% 1041

Other funds holding CAT

Putnam Investments's CAT Position: Q4 2023 in Review

Putnam Investments reduced its Caterpillar (CAT) stake by 58% in Q4 2023, selling an estimated $5.08M and leaving 14,436 shares worth $4.27M. The position accounts for 0.01% of the portfolio, ranked #473.

Putnam Investments first reported a position in CAT in Q2 2013 and has held it in 43 quarters since. The position peaked at $55.6M in Q1 2018. 2,578 funds tracked by Wall St. Rank hold CAT as of Q4 2023.

  • Putnam Investments held 14,436 shares of Caterpillar worth $4.27M as of Q4 2023.
  • Putnam Investments sold 19,602 Caterpillar shares in Q4 2023, an estimated $5.08M.
  • Caterpillar made up 0.01% of Putnam Investments's portfolio in Q4 2023, its #473 holding.
  • Putnam Investments first reported a position in Caterpillar in Q2 2013 and has held it in 43 quarters since.
  • Putnam Investments's Caterpillar position peaked at $55.6M in Q1 2018.
  • 2,578 funds tracked by Wall St. Rank held Caterpillar as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.