Sit Investment Associates’s Caterpillar CAT Stock Holding History

Sit Investment Associates’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.67M	Hold	4,300	–	–	0.04%	331
2025 Q1	$1.42M	Hold	4,300	–	–	0.03%	339
2024 Q4	$1.56M	Hold	4,300	–	–	0.04%	341
2024 Q3	$1.68M	Hold	4,300	–	–	0.04%	333
2024 Q2	$1.43M	Hold	4,300	–	–	0.03%	331
2024 Q1	$1.58M	Hold	4,300	–	–	0.04%	323
2023 Q4	$1.27M	Hold	4,300	–	–	0.03%	339
2023 Q3	$1.17M	Hold	4,300	–	–	0.03%	331
2023 Q2	$1.06M	Hold	4,300	–	–	0.03%	357
2023 Q1	$984K	Hold	4,300	–	–	0.03%	356
2022 Q4	$1.03M	Hold	4,300	–	–	0.03%	348
2022 Q3	$706K	Hold	4,300	–	–	0.02%	366
2022 Q2	$769K	Hold	4,300	–	–	0.02%	351
2022 Q1	$958K	Hold	4,300	–	–	0.03%	355
2021 Q4	$889K	Hold	4,300	–	–	0.02%	377
2021 Q3	$825K	Sell	4,300 -46	-1%	-$8.83K	0.02%	369
2021 Q2	$946K	Hold	4,346	–	–	0.02%	368
2021 Q1	$1.01M	Hold	4,346	–	–	0.03%	359
2020 Q4	$791K	Hold	4,346	–	–	0.02%	370
2020 Q3	$648K	Hold	4,346	–	–	0.02%	371
2020 Q2	$550K	Hold	4,346	–	–	0.02%	368
2020 Q1	$504K	Hold	4,346	–	–	0.02%	371
2019 Q4	$642K	Hold	4,346	–	–	0.02%	374
2019 Q3	$549K	Hold	4,346	–	–	0.02%	377
2019 Q2	$592K	Hold	4,346	–	–	0.02%	385
2019 Q1	$589K	Hold	4,346	–	–	0.02%	383
2018 Q4	$552K	Buy	4,346 +900	+26%	+$114K	0.02%	382
2018 Q3	$525K	Hold	3,446	–	–	0.01%	384
2018 Q2	$468K	Hold	3,446	–	–	0.01%	427
2018 Q1	$508K	Hold	3,446	–	–	0.01%	418
2017 Q4	$543K	Hold	3,446	–	–	0.01%	416
2017 Q3	$430K	Hold	3,446	–	–	0.01%	430
2017 Q2	$370K	Buy	3,446 +46	+1%	+$4.94K	0.01%	437
2017 Q1	$315K	Hold	3,400	–	–	0.01%	442
2016 Q4	$315K	Hold	3,400	–	–	0.01%	399
2016 Q3	$302K	Hold	3,400	–	–	0.01%	371
2016 Q2	$258K	Hold	3,400	–	–	0.01%	382
2016 Q1	$260K	Hold	3,400	–	–	﹤0.01%	386
2015 Q4	$231K	Sell	3,400 -28,365	-89%	-$1.93M	﹤0.01%	394
2015 Q3	$2.08M	Sell	31,765 -2,100	-6%	-$137K	0.04%	242
2015 Q2	$2.87M	Sell	33,865 -1,450	-4%	-$123K	0.05%	204
2015 Q1	$2.83M	Sell	35,315 -17,975	-34%	-$1.44M	0.05%	219
2014 Q4	$4.88M	Sell	53,290 -2,850	-5%	-$261K	0.08%	189
2014 Q3	$5.56M	Sell	56,140 -180,825	-76%	-$17.9M	0.1%	179
2014 Q2	$25.8M	Sell	236,965 -4,965	-2%	-$540K	0.44%	83
2014 Q1	$24M	Sell	241,930 -65,625	-21%	-$6.52M	0.42%	84
2013 Q4	$27.9M	Sell	307,555 -70,315	-19%	-$6.39M	0.5%	72
2013 Q3	$31.5M	Buy	377,870 +17,390	+5%	+$1.45M	0.6%	60
2013 Q2	$29.7M	Buy	+360,480	New	+$29.7M	0.6%	62