UBS Group’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 | $840M | Buy |
|
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|
2025
Q1 | $671M | Sell |
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|
2024
Q4 | $778M | Buy |
|
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|
2024
Q3 | $727M | Sell |
|
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|
2024
Q2 | $630M | Buy |
|
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|
2024
Q1 | $677M | Buy |
|
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|
2023
Q4 | $521M | Buy |
|
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|
2023
Q3 | $353M | Sell |
|
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|
2023
Q2 | $411M | Buy |
|
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|
2023
Q1 | $334M | Sell |
|
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|
2022
Q4 | $350M | Buy |
|
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|
2022
Q3 | $160M | Sell |
|
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|
2022
Q2 | $257M | Buy |
|
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|
2022
Q1 | $204M | Sell |
|
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|
2021
Q4 | $281M | Buy |
|
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|
2021
Q3 | $198M | Sell |
|
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|
2021
Q2 | $257M | Sell |
|
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|
2021
Q1 | $380M | Sell |
|
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|
2020
Q4 | $461M | Buy |
|
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|
2020
Q3 | $284M | Buy |
|
|||||
|
2020
Q2 | $149M | Sell |
|
|||||
|
2020
Q1 | $199M | Buy |
|
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|
2019
Q4 | $144M | Sell |
|
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|
2019
Q3 | $157M | Buy |
|
|||||
|
2019
Q2 | $166M | Sell |
|
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|
2019
Q1 | $196M | Sell |
|
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|
2018
Q4 | $197M | Buy |
|
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|
2018
Q3 | $209M | Buy |
|
|||||
|
2018
Q2 | $181M | Sell |
|
|||||
|
2018
Q1 | $229M | Buy |
|
|||||
|
2017
Q4 | $193M | Buy |
|
|||||
|
2017
Q3 | $100M | Sell |
|
|||||
|
2017
Q2 | $143M | Buy |
|
|||||
|
2017
Q1 | $84.8M | Sell |
|
|||||
|
2016
Q4 | $110M | Buy |
|
|||||
|
2016
Q3 | $105M | Buy |
|
|||||
|
2016
Q2 | $88.4M | Buy |
|
|||||
|
2016
Q1 | $85M | Buy |
|
|||||
|
2015
Q4 | $63.1M | Buy |
|
|||||
|
2015
Q3 | $53.3M | Sell |
|
|||||
|
2015
Q2 | $117M | Buy |
|
|||||
|
2015
Q1 | $90.7M | Buy |
|
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|
2014
Q4 | $71.7M | Buy |
|