Sumitomo Mitsui Trust Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582M | Buy |
1,499,272
+82,808
| +6% | +$32.1M | 0.36% | 49 |
|
|
2025
Q1 | $467M | Buy |
1,416,464
+5,559
| +0.4% | +$1.83M | 0.33% | 58 |
|
|
2024
Q4 | $512M | Sell |
1,410,905
-13,073
| -0.9% | -$4.74M | 0.35% | 53 |
|
|
2024
Q3 | $557M | Sell |
1,423,978
-7,002
| -0.5% | -$2.74M | 0.39% | 44 |
|
|
2024
Q2 | $477M | Sell |
1,430,980
-114,278
| -7% | -$38.1M | 0.35% | 51 |
|
|
2024
Q1 | $566M | Sell |
1,545,258
-7,524
| -0.5% | -$2.76M | 0.39% | 48 |
|
|
2023
Q4 | $459M | Sell |
1,552,782
-35,578
| -2% | -$10.5M | 0.34% | 55 |
|
|
2023
Q3 | $434M | Sell |
1,588,360
-30,682
| -2% | -$8.38M | 0.36% | 52 |
|
|
2023
Q2 | $398M | Sell |
1,619,042
-199,956
| -11% | -$49.2M | 0.31% | 60 |
|
|
2023
Q1 | $416M | Sell |
1,818,998
-6,369
| -0.3% | -$1.46M | 0.31% | 70 |
|
|
2022
Q4 | $437M | Sell |
1,825,367
-37,724
| -2% | -$9.04M | 0.35% | 57 |
|
|
2022
Q3 | $306M | Buy |
1,863,091
+2,379
| +0.1% | +$390K | 0.25% | 87 |
|
|
2022
Q2 | $333M | Buy |
1,860,712
+51,546
| +3% | +$9.21M | 0.26% | 85 |
|
|
2022
Q1 | $403M | Sell |
1,809,166
-22,537
| -1% | -$5.02M | 0.27% | 78 |
|
|
2021
Q4 | $379M | Sell |
1,831,703
-64,173
| -3% | -$13.3M | 0.23% | 94 |
|
|
2021
Q3 | $364M | Sell |
1,895,876
-216,390
| -10% | -$41.5M | 0.23% | 100 |
|
|
2021
Q2 | $460M | Buy |
2,112,266
+28,823
| +1% | +$6.27M | 0.27% | 84 |
|
|
2021
Q1 | $483M | Sell |
2,083,443
-44,975
| -2% | -$10.4M | 0.3% | 73 |
|
|
2020
Q4 | $387M | Sell |
2,128,418
-296,067
| -12% | -$53.9M | 0.25% | 84 |
|
|
2020
Q3 | $362M | Sell |
2,424,485
-185,007
| -7% | -$27.6M | 0.24% | 87 |
|
|
2020
Q2 | $330M | Sell |
2,609,492
-48,220
| -2% | -$6.1M | 0.23% | 92 |
|
|
2020
Q1 | $308M | Buy |
2,657,712
+227,983
| +9% | +$26.5M | 0.27% | 80 |
|
|
2019
Q4 | $356M | Sell |
2,429,729
-13,281
| -0.5% | -$1.95M | 0.28% | 74 |
|
|
2019
Q3 | $309M | Sell |
2,443,010
-22,181
| -0.9% | -$2.8M | 0.27% | 78 |
|
|
2019
Q2 | $336M | Sell |
2,465,191
-84,103
| -3% | -$11.5M | 0.3% | 69 |
|
|
2019
Q1 | $345M | Buy |
2,549,294
+15,061
| +0.6% | +$2.04M | 0.32% | 65 |
|
|
2018
Q4 | $318M | Buy |
2,534,233
+243,802
| +11% | +$30.6M | 0.34% | 64 |
|
|
2018
Q3 | $349M | Buy |
2,290,431
+50,927
| +2% | +$7.77M | 0.38% | 57 |
|
|
2018
Q2 | $304M | Buy |
2,239,504
+145,707
| +7% | +$19.8M | 0.35% | 61 |
|
|
2018
Q1 | $309M | Buy |
2,093,797
+59,405
| +3% | +$8.76M | 0.4% | 52 |
|
|
2017
Q4 | $321M | Buy |
2,034,392
+33,619
| +2% | +$5.3M | 0.41% | 49 |
|
|
2017
Q3 | $250M | Sell |
2,000,773
-4,350
| -0.2% | -$542K | 0.35% | 59 |
|
|
2017
Q2 | $215M | Buy |
2,005,123
+32,645
| +2% | +$3.51M | 0.32% | 68 |
|
|
2017
Q1 | $183M | Buy |
1,972,478
+10,285
| +0.5% | +$954K | 0.28% | 80 |
|
|
2016
Q4 | $182M | Sell |
1,962,193
-5,608
| -0.3% | -$520K | 0.3% | 73 |
|
|
2016
Q3 | $175M | Buy |
1,967,801
+231,957
| +13% | +$20.6M | 0.29% | 76 |
|
|
2016
Q2 | $132M | Sell |
1,735,844
-2,294
| -0.1% | -$174K | 0.23% | 98 |
|
|
2016
Q1 | $133M | Buy |
1,738,138
+78,950
| +5% | +$6.04M | 0.23% | 97 |
|
|
2015
Q4 | $114M | Sell |
1,659,188
-9,528
| -0.6% | -$654K | 0.2% | 113 |
|
|
2015
Q3 | $109M | Buy |
1,668,716
+94,037
| +6% | +$6.15M | 0.21% | 115 |
|
|
2015
Q2 | $134M | Sell |
1,574,679
-37,355
| -2% | -$3.17M | 0.24% | 100 |
|
|
2015
Q1 | $129M | Buy |
1,612,034
+119,719
| +8% | +$9.58M | 0.23% | 101 |
|
|
2014
Q4 | $137M | Buy |
1,492,315
+18,754
| +1% | +$1.72M | 0.27% | 88 |
|
|
2014
Q3 | $146M | Sell |
1,473,561
-168,120
| -10% | -$16.6M | 0.29% | 80 |
|
|
2014
Q2 | $178M | Sell |
1,641,681
-35,872
| -2% | -$3.9M | 0.37% | 61 |
|
|
2014
Q1 | $167M | Sell |
1,677,553
-46,923
| -3% | -$4.66M | 0.35% | 64 |
|
|
2013
Q4 | $157M | Sell |
1,724,476
-111,731
| -6% | -$10.2M | 0.33% | 69 |
|
|
2013
Q3 | $152M | Sell |
1,836,207
-43,591
| -2% | -$3.61M | 0.33% | 70 |
|
|
2013
Q2 | $154M | Buy |
+1,879,798
| New | +$154M | 0.35% | 63 |
|