UBS AM’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64B | Buy |
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|
2025
Q1 | $1.39B | Buy |
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|
2024
Q4 | $1.43B | Buy |
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|
2024
Q3 | $1.42B | Buy |
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|
2024
Q2 | $1.19B | Buy |
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|
2024
Q1 | $942M | Buy |
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|
2023
Q4 | $697M | Sell |
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|
2023
Q3 | $652M | Sell |
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|
2023
Q2 | $567M | Hold |
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|
2023
Q1 | $567M | Sell |
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|
2022
Q4 | $624M | Buy |
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|
2022
Q3 | $415M | Sell |
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|
2022
Q2 | $463M | Sell |
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|
2022
Q1 | $683M | Buy |
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|
2021
Q4 | $598M | Sell |
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|
2021
Q3 | $578M | Sell |
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|
2021
Q2 | $675M | Buy |
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|
2021
Q1 | $624M | Sell |
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|
2020
Q4 | $501M | Buy |
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|
2020
Q3 | $378M | Buy |
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|
2020
Q2 | $298M | Sell |
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|
2020
Q1 | $306M | Buy |
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|
2019
Q4 | $372M | Sell |
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|
2019
Q3 | $336M | Sell |
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|
2019
Q2 | $376M | Sell |
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|
2019
Q1 | $392M | Buy |
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|
2018
Q4 | $361M | Buy |
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|
2018
Q3 | $410M | Buy |
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|
2018
Q2 | $309M | Buy |
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|
2018
Q1 | $328M | Buy |
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|
2017
Q4 | $312M | Buy |
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|
2017
Q3 | $241M | Buy |
|
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|
2017
Q2 | $207M | Sell |
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|
2017
Q1 | $219M | Buy |
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|
2016
Q4 | $206M | Buy |
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|
2016
Q3 | $196M | Buy |
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|
2016
Q2 | $167M | Buy |
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|
2016
Q1 | $165M | Sell |
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|
2015
Q4 | $153M | Sell |
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|
2015
Q3 | $149M | Sell |
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|
2015
Q2 | $211M | Buy |
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|
2015
Q1 | $161M | Sell |
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|
2014
Q4 | $208M | Sell |
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|
2014
Q3 | $228M | Buy |
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|
2014
Q2 | $248M | Buy |
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|
2014
Q1 | $219M | Buy |
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|
2013
Q4 | $189M | Buy |
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|
2013
Q3 | $161M | Buy |
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|
2013
Q2 | $157M | Buy |
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