VPIM
Vanguard Personalized Indexing Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5M | Buy |
70,798
+9,541
| +16% | +$3.71M | 0.31% | 44 |
|
|
2025
Q1 | $20.2M | Buy |
61,257
+3,328
| +6% | +$1.1M | 0.3% | 46 |
|
|
2024
Q4 | $21M | Buy |
57,929
+4,597
| +9% | +$1.67M | 0.32% | 39 |
|
|
2024
Q3 | $20.9M | Buy |
53,332
+4,320
| +9% | +$1.69M | 0.34% | 40 |
|
|
2024
Q2 | $16.1M | Buy |
49,012
+4,348
| +10% | +$1.43M | 0.31% | 45 |
|
|
2024
Q1 | $16.4M | Buy |
44,664
+4,149
| +10% | +$1.52M | 0.35% | 39 |
|
|
2023
Q4 | $12M | Buy |
40,515
+519
| +1% | +$153K | 0.31% | 45 |
|
|
2023
Q3 | $10.9M | Buy |
39,996
+3,905
| +11% | +$1.07M | 0.33% | 44 |
|
|
2023
Q2 | $8.88M | Buy |
36,091
+2,627
| +8% | +$646K | 0.27% | 52 |
|
|
2023
Q1 | $7.66M | Buy |
33,464
+2,886
| +9% | +$660K | 0.27% | 62 |
|
|
2022
Q4 | $7.33M | Buy |
30,578
+8,106
| +36% | +$1.94M | 0.3% | 52 |
|
|
2022
Q3 | $3.69M | Buy |
22,472
+1,651
| +8% | +$271K | 0.17% | 113 |
|
|
2022
Q2 | $3.72M | Sell |
20,821
-1,213
| -6% | -$217K | 0.17% | 100 |
|
|
2022
Q1 | $4.91M | Buy |
22,034
+1,708
| +8% | +$381K | 0.24% | 70 |
|
|
2021
Q4 | $4.2M | Buy |
20,326
+11,615
| +133% | +$2.4M | 0.25% | 68 |
|
|
2021
Q3 | $1.67M | Buy |
8,711
+834
| +11% | +$160K | 0.15% | 132 |
|
|
2021
Q2 | $1.71M | Buy |
7,877
+330
| +4% | +$71.8K | 0.18% | 114 |
|
|
2021
Q1 | $1.75M | Buy |
7,547
+2,053
| +37% | +$476K | 0.26% | 78 |
|
|
2020
Q4 | $1M | Buy |
5,494
+758
| +16% | +$138K | 0.22% | 97 |
|
|
2020
Q3 | $706K | Buy |
4,736
+792
| +20% | +$118K | 0.2% | 120 |
|
|
2020
Q2 | $499K | Buy |
3,944
+991
| +34% | +$125K | 0.23% | 107 |
|
|
2020
Q1 | $343K | Buy |
+2,953
| New | +$343K | 0.2% | 143 |
|