Rothschild & Co Asset Management US’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$95.1M Buy
2022
Q3
$63.9M Sell
2022
Q2
$75M Sell
2022
Q1
$106M Buy
2021
Q4
$95.6M Sell
2021
Q3
$90.2M Sell
2021
Q2
$105M Buy
2021
Q1
$107M Buy
2020
Q4
$81.5M Buy
2020
Q3
$31.8M Sell
2020
Q2
$30.3M Sell
2020
Q1
$31M Sell
2019
Q4
$40.9M Sell
2019
Q3
$35.8M Sell
2019
Q2
$39.2M Sell
2019
Q1
$50.1M Buy
2018
Q4
$46.5M Buy
2018
Q3
$46.1M Buy
2018
Q2
$40.9M Buy
2018
Q1
$28.5M Buy