UBS O'Connor’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 | $1.63M | Buy |
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|
2017
Q4 | – | Hold |
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|
2017
Q3 | – | Hold |
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|
2017
Q2 | – | Sell |
|
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|
2017
Q1 | $16.1M | Buy |
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|
2016
Q4 | $14.4M | Buy |
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|
2016
Q3 | – | Hold |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Hold |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2.86M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $366K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $874K | Sell |
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|
2013
Q4 | $21M | Sell |
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|
2013
Q3 | $25.7M | Buy |
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|
2013
Q2 | $9.37M | Buy |
|