Vanguard Personalized Indexing Management’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 | $27.5M | Buy |
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|
2025
Q1 | $20.2M | Buy |
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|
2024
Q4 | $21M | Buy |
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|
2024
Q3 | $20.9M | Buy |
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|
2024
Q2 | $16.1M | Buy |
|
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|
2024
Q1 | $16.4M | Buy |
|
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|
2023
Q4 | $12M | Buy |
|
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|
2023
Q3 | $10.9M | Buy |
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|
2023
Q2 | $8.88M | Buy |
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|
2023
Q1 | $7.66M | Buy |
|
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|
2022
Q4 | $7.33M | Buy |
|
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|
2022
Q3 | $3.69M | Buy |
|
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|
2022
Q2 | $3.72M | Sell |
|
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|
2022
Q1 | $4.91M | Buy |
|
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|
2021
Q4 | $4.2M | Buy |
|
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|
2021
Q3 | $1.67M | Buy |
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|
2021
Q2 | $1.71M | Buy |
|
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|
2021
Q1 | $1.75M | Buy |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $706K | Buy |
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|
2020
Q2 | $499K | Buy |
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|
2020
Q1 | $343K | Buy |
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