Ramirez Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
8,840
+5,450
| +161% | +$2.12M | 0.52% | 63 |
|
|
2025
Q1 | $1.12M | Sell |
3,390
-2,848
| -46% | -$939K | 0.23% | 120 |
|
|
2024
Q4 | $2.26M | Hold |
6,238
| – | – | 0.46% | 64 |
|
|
2024
Q3 | $2.44M | Hold |
6,238
| – | – | 0.47% | 66 |
|
|
2024
Q2 | $2.08M | Sell |
6,238
-550
| -8% | -$183K | 0.42% | 75 |
|
|
2024
Q1 | $2.49M | Sell |
6,788
-290
| -4% | -$106K | 0.5% | 74 |
|
|
2023
Q4 | $2.09M | Buy |
7,078
+450
| +7% | +$133K | 0.42% | 80 |
|
|
2023
Q3 | $1.81M | Buy |
+6,628
| New | +$1.81M | 0.39% | 87 |
|