SVB Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.99M | Sell |
2,813
-499
| -15% | -$346K | 0.13% | 135 |
|
|
2025
Q4 | $1.9M | Sell |
3,312
-6
| -0.2% | -$3.33K | 0.11% | 151 |
|
|
2025
Q3 | $1.58M | Sell |
3,318
-102
| -3% | -$43.5K | 0.09% | 172 |
|
|
2025
Q2 | $1.33M | Buy |
+3,420
| New | +$1.14M | 0.07% | 207 |
|
|
2025
Q1 | – | Sell |
-6,978
| Closed | -$2.53M | – | 1529 |
|
|
2024
Q4 | $2.53M | Buy |
+6,978
| New | +$2.71M | 0.05% | 203 |
|
|
2024
Q3 | – | Sell |
-7,368
| Closed | -$2.45M | – | 103 |
|
|
2024
Q2 | $2.45M | Sell |
7,368
-1,507
| -17% | -$523K | 0.06% | 214 |
|
|
2024
Q1 | $3.25M | Sell |
8,875
-16
| -0.2% | -$5.11K | 0.07% | 205 |
|
|
2023
Q4 | $2.63M | Sell |
8,891
-91
| -1% | -$23.6K | 0.06% | 212 |
|
|
2023
Q3 | $2.45M | Sell |
8,982
-40
| -0.4% | -$10.9K | 0.05% | 203 |
|
|
2023
Q2 | $2.22M | Sell |
9,022
-31
| -0.3% | -$6.91K | 0.04% | 225 |
|
|
2023
Q1 | $2.07M | Sell |
9,053
-535
| -6% | -$129K | 0.03% | 263 |
|
|
2022
Q4 | $2.3M | Buy |
9,588
+906
| +10% | +$197K | 0.03% | 248 |
|
|
2022
Q3 | $1.43M | Buy |
8,682
+2,360
| +37% | +$431K | 0.02% | 305 |
|
|
2022
Q2 | $1.13M | Sell |
6,322
-169
| -3% | -$35.6K | 0.02% | 302 |
|
|
2022
Q1 | $1.45M | Buy |
6,491
+301
| +5% | +$63.1K | 0.02% | 271 |
|
|
2021
Q4 | $1.28M | Sell |
6,190
-2,439
| -28% | -$491K | 0.02% | 275 |
|
|
2021
Q3 | $1.66M | Buy |
8,629
+957
| +12% | +$199K | 0.02% | 289 |
|
|
2021
Q2 | $1.67M | Sell |
7,672
-242
| -3% | -$55.9K | 0.02% | 284 |
|
|
2021
Q1 | $1.83M | Buy |
7,914
+878
| +12% | +$182K | 0.03% | 251 |
|
|
2020
Q4 | $1.28M | Buy |
7,036
+982
| +16% | +$167K | 0.02% | 293 |
|
|
2020
Q3 | $904K | Buy |
6,054
+27
| +0.4% | +$3.79K | 0.01% | 311 |
|
|
2020
Q2 | $762K | Sell |
6,027
-304
| -5% | -$36K | 0.01% | 307 |
|
|
2020
Q1 | $735K | Buy |
6,331
+192
| +3% | +$24.5K | 0.02% | 263 |
|
|
2019
Q4 | $907K | Sell |
6,139
-51
| -0.8% | -$7.12K | 0.02% | 317 |
|
|
2019
Q3 | $782K | Buy |
6,190
+241
| +4% | +$30.6K | 0.02% | 309 |
|
|
2019
Q2 | $811K | Sell |
5,949
-3
| -0.1% | -$396 | 0.03% | 311 |
|
|
2019
Q1 | $806K | Sell |
5,952
-256
| -4% | -$34K | 0.03% | 245 |
|
|
2018
Q4 | $789K | Sell |
6,208
-7,205
| -54% | -$937K | 0.03% | 241 |
|
|
2018
Q3 | $2.04M | Buy |
13,413
+301
| +2% | +$42.6K | 0.07% | 172 |
|
|
2018
Q2 | $1.78M | Sell |
13,112
-2,206
| -14% | -$330K | 0.07% | 186 |
|
|
2018
Q1 | $2.26M | Sell |
15,318
-737
| -5% | -$116K | 0.09% | 170 |
|
|
2017
Q4 | $2.53M | Sell |
16,055
-5,286
| -25% | -$733K | 0.1% | 162 |
|
|
2017
Q3 | $2.66M | Sell |
21,341
-1,656
| -7% | -$191K | 0.1% | 158 |
|
|
2017
Q2 | $2.47M | Buy |
22,997
+3,492
| +18% | +$355K | 0.1% | 167 |
|
|
2017
Q1 | $1.81M | Sell |
19,505
-893
| -4% | -$84.5K | 0.07% | 193 |
|
|
2016
Q4 | $1.89M | Sell |
20,398
-735
| -3% | -$66.6K | 0.08% | 186 |
|
|
2016
Q3 | $1.88M | Buy |
21,133
+2,095
| +11% | +$171K | 0.08% | 190 |
|
|
2016
Q2 | $1.44M | Sell |
19,038
-3,663
| -16% | -$274K | 0.06% | 215 |
|
|
2016
Q1 | $1.74M | Sell |
22,701
-4,538
| -17% | -$304K | 0.07% | 204 |
|
|
2015
Q4 | $1.85M | Sell |
27,239
-10,849
| -28% | -$758K | 0.07% | 212 |
|
|
2015
Q3 | $2.49M | Sell |
38,088
-8,913
| -19% | -$682K | 0.1% | 189 |
|
|
2015
Q2 | $3.99M | Sell |
47,001
-2,246
| -5% | -$193K | 0.13% | 157 |
|
|
2015
Q1 | $3.94M | Sell |
49,247
-3,228
| -6% | -$268K | 0.13% | 164 |
|
|
2014
Q4 | $4.8M | Buy |
+52,475
| New | +$5.11M | 0.16% | 147 |
|
Other funds holding CAT
VCM
VPM
