Swiss Life Asset Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$86.3M Buy
2025
Q2
$67M Buy
2025
Q1
$42.4M Buy
2024
Q4
$42.6M Buy
2024
Q3
$33.9M Buy
2024
Q2
$28.8M Buy
2024
Q1
$28.9M Sell
2023
Q4
$26.3M Buy
2023
Q3
$19.7M Buy
2023
Q2
$16.2M Buy
2023
Q1
$14.8M Buy
2022
Q4
$14.9M Buy
2022
Q3
$9.27M Sell
2022
Q2
$10.4M Sell
2022
Q1
$17.2M Buy