Sumitomo Life Insurance’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.56M Sell
6,599
-410
-6% -$159K 0.17% 99
2025
Q1
$2.31M Sell
7,009
-108
-2% -$35.6K 0.08% 99
2024
Q4
$2.58M Sell
7,117
-149
-2% -$54.1K 0.05% 101
2024
Q3
$2.84M Buy
7,266
+171
+2% +$66.9K 0.06% 92
2024
Q2
$2.36M Sell
7,095
-925
-12% -$308K 0.05% 97
2024
Q1
$2.94M Sell
8,020
-305
-4% -$112K 0.08% 78
2023
Q4
$2.46M Sell
8,325
-431
-5% -$127K 0.08% 86
2023
Q3
$2.39M Sell
8,756
-113
-1% -$30.8K 0.07% 76
2023
Q2
$2.18M Sell
8,869
-756
-8% -$186K 0.1% 90
2023
Q1
$2.2M Sell
9,625
-72
-0.7% -$16.5K 0.19% 84
2022
Q4
$2.32M Sell
9,697
-211
-2% -$50.5K 0.17% 71
2022
Q3
$1.63M Sell
9,908
-1,193
-11% -$196K 0.07% 108
2022
Q2
$1.98M Buy
11,101
+219
+2% +$39.1K 0.06% 97
2022
Q1
$2.43M Sell
10,882
-174
-2% -$38.8K 0.06% 89
2021
Q4
$2.29M Sell
11,056
-327
-3% -$67.6K 0.05% 103
2021
Q3
$2.19M Sell
11,383
-481
-4% -$92.3K 0.06% 107
2021
Q2
$2.58M Sell
11,864
-1,831
-13% -$398K 0.08% 85
2021
Q1
$3.18M Sell
13,695
-4,151
-23% -$962K 0.13% 70
2020
Q4
$3.25M Sell
17,846
-1,754
-9% -$319K 0.14% 73
2020
Q3
$2.92M Sell
19,600
-1,411
-7% -$210K 0.14% 77
2020
Q2
$2.66M Sell
21,011
-1,721
-8% -$218K 0.14% 81
2020
Q1
$2.64M Buy
22,732
+241
+1% +$28K 0.19% 76
2019
Q4
$3.32M Buy
22,491
+1,264
+6% +$187K 0.38% 73
2019
Q3
$2.68M Buy
21,227
+7,638
+56% +$965K 0.35% 76
2019
Q2
$1.85M Buy
13,589
+484
+4% +$66K 0.22% 135
2019
Q1
$1.78M Sell
13,105
-1,418
-10% -$192K 0.24% 133
2018
Q4
$1.85M Buy
14,523
+352
+2% +$44.7K 0.26% 125
2018
Q3
$2.16M Sell
14,171
-242
-2% -$36.9K 0.26% 119
2018
Q2
$1.96M Buy
14,413
+582
+4% +$78.9K 0.24% 136
2018
Q1
$2.04M Sell
13,831
-609
-4% -$89.7K 0.27% 121
2017
Q4
$2.28M Sell
14,440
-703
-5% -$111K 0.29% 109
2017
Q3
$1.89M Sell
15,143
-273
-2% -$34K 0.24% 140
2017
Q2
$1.66M Buy
15,416
+649
+4% +$69.8K 0.22% 165
2017
Q1
$1.37M Sell
14,767
-916
-6% -$85K 0.19% 170
2016
Q4
$1.45M Buy
15,683
+349
+2% +$32.4K 0.21% 162
2016
Q3
$1.36M Sell
15,334
-1,861
-11% -$165K 0.2% 173
2016
Q2
$1.3M Sell
17,195
-585
-3% -$44.4K 0.18% 197
2016
Q1
$1.36M Sell
17,780
-538
-3% -$41.2K 0.18% 188
2015
Q4
$1.25M Sell
18,318
-8,653
-32% -$588K 0.16% 200
2015
Q3
$1.76M Sell
26,971
-688
-2% -$45K 0.23% 147
2015
Q2
$2.35M Sell
27,659
-3,422
-11% -$290K 0.29% 114
2015
Q1
$2.49M Sell
31,081
-3,290
-10% -$263K 0.27% 122
2014
Q4
$3.15M Sell
34,371
-1,904
-5% -$174K 0.31% 104
2014
Q3
$3.59M Sell
36,275
-990
-3% -$98K 0.35% 84
2014
Q2
$4.05M Buy
37,265
+194
+0.5% +$21.1K 0.39% 71
2014
Q1
$3.68M Sell
37,071
-3,132
-8% -$311K 0.36% 85
2013
Q4
$3.65M Sell
40,203
-8,788
-18% -$798K 0.33% 103
2013
Q3
$4.08M Sell
48,991
-1,789
-4% -$149K 0.38% 82
2013
Q2
$4.19M Buy
+50,780
New +$4.19M 0.4% 72