Schroder Investment Management Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227M | Sell |
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|
2025
Q1 | $205M | Sell |
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|
2024
Q4 | $255M | Buy |
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|
2024
Q3 | $245M | Sell |
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|
2024
Q2 | $222M | Buy |
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|
2024
Q1 | $135M | Buy |
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|
2023
Q4 | $104M | Sell |
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|
2023
Q3 | $105M | Sell |
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|
2023
Q2 | $157M | Buy |
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|
2023
Q1 | $137M | Buy |
|
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|
2022
Q4 | $139M | Buy |
|
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|
2022
Q3 | $70.6M | Sell |
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|
2022
Q2 | $111M | Buy |
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|
2022
Q1 | $131M | Buy |
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|
2021
Q4 | $14.8M | Buy |
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|
2021
Q3 | $11.9M | Sell |
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|
2021
Q2 | $19.8M | Sell |
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|
2021
Q1 | $25.8M | Buy |
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|
2020
Q4 | $19.2M | Sell |
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|
2020
Q3 | $49.2M | Sell |
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|
2020
Q2 | $42M | Buy |
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|
2020
Q1 | $35.2M | Buy |
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|
2019
Q4 | $42.8M | Sell |
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|
2019
Q3 | $43.7M | Sell |
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|
2019
Q2 | $128M | Sell |
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|
2019
Q1 | $233M | Buy |
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|
2018
Q4 | $191K | Sell |
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|
2018
Q3 | $245M | Buy |
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|
2018
Q2 | $186M | Buy |
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|
2018
Q1 | $178M | Buy |
|
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|
2017
Q4 | $121M | Buy |
|
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|
2017
Q3 | $89.6M | Sell |
|
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|
2017
Q2 | $84.5M | Sell |
|
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|
2017
Q1 | $81M | Sell |
|
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|
2016
Q4 | $85.4M | Sell |
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|
2016
Q3 | $90.4M | Buy |
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|
2016
Q2 | $57.2M | Buy |
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|
2016
Q1 | $52.2M | Buy |
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|
2015
Q4 | $22M | Buy |
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|
2015
Q3 | $15.4M | Buy |
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|
2015
Q2 | $8.79M | Buy |
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|
2015
Q1 | $7.05M | Sell |
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|
2014
Q4 | $13.5M | Buy |
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|
2014
Q3 | $6.36M | Sell |
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|
2014
Q2 | $17.8M | Buy |
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|
2014
Q1 | $9.77M | Sell |
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|
2013
Q4 | $26.7M | Sell |
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|
2013
Q3 | $46.8M | Sell |
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|
2013
Q2 | $110M | Buy |
|