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 |
|