UIM
USS Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6M | Buy |
58,354
+546
| +0.9% | +$212K | 0.13% | 97 |
|
|
2025
Q1 | $19.1M | Sell |
57,808
-21,900
| -27% | -$7.23M | 0.14% | 107 |
|
|
2024
Q4 | $28.9M | Sell |
79,708
-9,626
| -11% | -$3.49M | 0.2% | 85 |
|
|
2024
Q3 | $34.9M | Buy |
89,334
+12,178
| +16% | +$4.76M | 0.25% | 70 |
|
|
2024
Q2 | $25.7M | Sell |
77,156
-2,805
| -4% | -$935K | 0.2% | 80 |
|
|
2024
Q1 | $29.3M | Sell |
79,961
-25,909
| -24% | -$9.49M | 0.24% | 72 |
|
|
2023
Q4 | $31.3M | Sell |
105,870
-7,642
| -7% | -$2.26M | 0.28% | 62 |
|
|
2023
Q3 | $31M | Buy |
113,512
+3,748
| +3% | +$1.02M | 0.34% | 55 |
|
|
2023
Q2 | $27M | Hold |
109,764
| – | – | 0.32% | 66 |
|
|
2023
Q1 | $25.1M | Sell |
109,764
-6,749
| -6% | -$1.54M | 0.34% | 60 |
|
|
2022
Q4 | $27.9M | Buy |
116,513
+29,200
| +33% | +$7M | 0.39% | 52 |
|
|
2022
Q3 | $14.3M | Sell |
87,313
-40,019
| -31% | -$6.57M | 0.21% | 102 |
|
|
2022
Q2 | $22.8M | Sell |
127,332
-8,657
| -6% | -$1.55M | 0.23% | 95 |
|
|
2022
Q1 | $30.3M | Buy |
135,989
+9,259
| +7% | +$2.06M | 0.25% | 84 |
|
|
2021
Q4 | $26.2M | Hold |
126,730
| – | – | 0.2% | 104 |
|
|
2021
Q3 | $24.3M | Buy |
126,730
+106,054
| +513% | +$20.4M | 0.21% | 105 |
|
|
2021
Q2 | $4.5M | Hold |
20,676
| – | – | 0.04% | 280 |
|
|
2021
Q1 | $4.8M | Hold |
20,676
| – | – | 0.04% | 251 |
|
|
2020
Q4 | $3.76M | Hold |
20,676
| – | – | 0.03% | 272 |
|
|
2020
Q3 | $3.08M | Hold |
20,676
| – | – | 0.03% | 289 |
|
|
2020
Q2 | $2.61M | Buy |
+20,676
| New | +$2.61M | 0.03% | 302 |
|