UBS Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840M | Buy |
2,163,518
+129,794
| +6% | +$50.4M | 0.15% | 109 |
|
|
2025
Q1 | $671M | Sell |
2,033,724
-112,204
| -5% | -$37M | 0.12% | 137 |
|
|
2024
Q4 | $778M | Buy |
2,145,928
+286,847
| +15% | +$104M | 0.14% | 110 |
|
|
2024
Q3 | $727M | Sell |
1,859,081
-32,605
| -2% | -$12.8M | 0.16% | 96 |
|
|
2024
Q2 | $630M | Buy |
1,891,686
+44,656
| +2% | +$14.9M | 0.16% | 103 |
|
|
2024
Q1 | $677M | Buy |
1,847,030
+85,639
| +5% | +$31.4M | 0.17% | 96 |
|
|
2023
Q4 | $521M | Buy |
1,761,391
+467,337
| +36% | +$138M | 0.16% | 104 |
|
|
2023
Q3 | $353M | Sell |
1,294,054
-374,800
| -22% | -$102M | 0.12% | 136 |
|
|
2023
Q2 | $411M | Buy |
1,668,854
+210,741
| +14% | +$51.9M | 0.14% | 123 |
|
|
2023
Q1 | $334M | Sell |
1,458,113
-1,475
| -0.1% | -$338K | 0.12% | 146 |
|
|
2022
Q4 | $350M | Buy |
1,459,588
+485,986
| +50% | +$116M | 0.13% | 137 |
|
|
2022
Q3 | $160M | Sell |
973,602
-462,201
| -32% | -$75.8M | 0.07% | 232 |
|
|
2022
Q2 | $257M | Buy |
1,435,803
+521,385
| +57% | +$93.2M | 0.11% | 170 |
|
|
2022
Q1 | $204M | Sell |
914,418
-446,636
| -33% | -$99.5M | 0.07% | 223 |
|
|
2021
Q4 | $281M | Buy |
1,361,054
+332,173
| +32% | +$68.7M | 0.08% | 181 |
|
|
2021
Q3 | $198M | Sell |
1,028,881
-153,342
| -13% | -$29.4M | 0.06% | 234 |
|
|
2021
Q2 | $257M | Sell |
1,182,223
-455,957
| -28% | -$99.2M | 0.08% | 194 |
|
|
2021
Q1 | $380M | Sell |
1,638,180
-895,885
| -35% | -$208M | 0.13% | 124 |
|
|
2020
Q4 | $461M | Buy |
2,534,065
+627,246
| +33% | +$114M | 0.16% | 106 |
|
|
2020
Q3 | $284M | Buy |
1,906,819
+725,477
| +61% | +$108M | 0.11% | 155 |
|
|
2020
Q2 | $149M | Sell |
1,181,342
-531,554
| -31% | -$67.2M | 0.06% | 225 |
|
|
2020
Q1 | $199M | Buy |
1,712,896
+735,081
| +75% | +$85.3M | 0.09% | 169 |
|
|
2019
Q4 | $144M | Sell |
977,815
-268,137
| -22% | -$39.6M | 0.05% | 268 |
|
|
2019
Q3 | $157M | Buy |
1,245,952
+29,402
| +2% | +$3.71M | 0.06% | 233 |
|
|
2019
Q2 | $166M | Sell |
1,216,550
-233,504
| -16% | -$31.8M | 0.06% | 229 |
|
|
2019
Q1 | $196M | Sell |
1,450,054
-99,975
| -6% | -$13.5M | 0.08% | 191 |
|
|
2018
Q4 | $197M | Buy |
1,550,029
+180,027
| +13% | +$22.9M | 0.09% | 184 |
|
|
2018
Q3 | $209M | Buy |
1,370,002
+36,574
| +3% | +$5.58M | 0.08% | 192 |
|
|
2018
Q2 | $181M | Sell |
1,333,428
-218,701
| -14% | -$29.7M | 0.08% | 207 |
|
|
2018
Q1 | $229M | Buy |
1,552,129
+330,389
| +27% | +$48.7M | 0.1% | 172 |
|
|
2017
Q4 | $193M | Buy |
1,221,740
+419,664
| +52% | +$66.1M | 0.08% | 193 |
|
|
2017
Q3 | $100M | Sell |
802,076
-527,870
| -40% | -$65.8M | 0.05% | 284 |
|
|
2017
Q2 | $143M | Buy |
1,329,946
+415,444
| +45% | +$44.6M | 0.07% | 221 |
|
|
2017
Q1 | $84.8M | Sell |
914,502
-273,731
| -23% | -$25.4M | 0.05% | 309 |
|
|
2016
Q4 | $110M | Buy |
1,188,233
+7,771
| +0.7% | +$721K | 0.06% | 253 |
|
|
2016
Q3 | $105M | Buy |
1,180,462
+14,758
| +1% | +$1.31M | 0.06% | 253 |
|
|
2016
Q2 | $88.4M | Buy |
1,165,704
+55,672
| +5% | +$4.22M | 0.06% | 273 |
|
|
2016
Q1 | $85M | Buy |
1,110,032
+182,222
| +20% | +$13.9M | 0.06% | 269 |
|
|
2015
Q4 | $63.1M | Buy |
927,810
+112,562
| +14% | +$7.65M | 0.04% | 356 |
|
|
2015
Q3 | $53.3M | Sell |
815,248
-561,053
| -41% | -$36.7M | 0.04% | 374 |
|
|
2015
Q2 | $117M | Buy |
1,376,301
+242,793
| +21% | +$20.6M | 0.08% | 239 |
|
|
2015
Q1 | $90.7M | Buy |
1,133,508
+350,505
| +45% | +$28.1M | 0.06% | 288 |
|
|
2014
Q4 | $71.7M | Buy |
+783,003
| New | +$71.7M | 0.05% | 329 |
|