Rockefeller Capital Management’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 | $135M | Buy |
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|
2025
Q2 | $109M | Sell |
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|
2025
Q1 | $106M | Buy |
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|
2024
Q4 | $101M | Buy |
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|
2024
Q3 | $105M | Sell |
|
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|
2024
Q2 | $95.2M | Sell |
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|
2024
Q1 | $107M | Sell |
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|
2023
Q4 | $96M | Buy |
|
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|
2023
Q3 | $76.6M | Buy |
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|
2023
Q2 | $65.3M | Buy |
|
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|
2023
Q1 | $53M | Buy |
|
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|
2022
Q4 | $51.1M | Buy |
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|
2022
Q3 | $33.7M | Buy |
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|
2022
Q2 | $33.9M | Buy |
|
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|
2022
Q1 | $39.8M | Buy |
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|
2021
Q4 | $30.1M | Buy |
|
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|
2021
Q3 | $26.6M | Buy |
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|
2021
Q2 | $29.6M | Buy |
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|
2021
Q1 | $30M | Buy |
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|
2020
Q4 | $21.6M | Buy |
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|
2020
Q3 | $15.6M | Buy |
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|
2020
Q2 | $12.7M | Buy |
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|
2020
Q1 | $10.7M | Buy |
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|
2019
Q4 | $824K | Buy |
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|
2019
Q3 | $481K | Buy |
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|
2019
Q2 | $347K | Sell |
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|
2019
Q1 | $489K | Buy |
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|
2018
Q4 | $210K | Buy |
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|
2018
Q3 | $163K | Buy |
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|
2018
Q2 | $47K | Buy |
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|
2018
Q1 | $12K | Buy |
|