ZIM
Zacks Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165M | Buy |
424,071
+2,932
| +0.7% | +$1.14M | 1.41% | 12 |
|
|
2025
Q1 | $139M | Buy |
421,139
+4,813
| +1% | +$1.59M | 1.3% | 14 |
|
|
2024
Q4 | $151M | Sell |
416,326
-32,752
| -7% | -$11.9M | 1.4% | 12 |
|
|
2024
Q3 | $176M | Buy |
449,078
+9,269
| +2% | +$3.63M | 1.52% | 11 |
|
|
2024
Q2 | $147M | Sell |
439,809
-81,229
| -16% | -$27.1M | 1.65% | 11 |
|
|
2024
Q1 | $191M | Buy |
521,038
+20,148
| +4% | +$7.38M | 2.04% | 5 |
|
|
2023
Q4 | $148M | Sell |
500,890
-21,568
| -4% | -$6.38M | 1.82% | 8 |
|
|
2023
Q3 | $143M | Buy |
522,458
+3,042
| +0.6% | +$830K | 1.85% | 11 |
|
|
2023
Q2 | $128M | Buy |
519,416
+9,735
| +2% | +$2.4M | 1.6% | 12 |
|
|
2023
Q1 | $117M | Buy |
509,681
+15,891
| +3% | +$3.64M | 1.56% | 13 |
|
|
2022
Q4 | $118M | Buy |
493,790
+38,185
| +8% | +$9.15M | 1.65% | 14 |
|
|
2022
Q3 | $74.8M | Buy |
455,605
+6,980
| +2% | +$1.15M | 1.19% | 22 |
|
|
2022
Q2 | $80.2M | Buy |
448,625
+26,242
| +6% | +$4.69M | 1.22% | 19 |
|
|
2022
Q1 | $94.1M | Buy |
422,383
+22,967
| +6% | +$5.12M | 1.31% | 19 |
|
|
2021
Q4 | $82.6M | Buy |
399,416
+6,288
| +2% | +$1.3M | 1.16% | 19 |
|
|
2021
Q3 | $75.5M | Buy |
393,128
+11,105
| +3% | +$2.13M | 1.19% | 18 |
|
|
2021
Q2 | $83.1M | Buy |
382,023
+17,799
| +5% | +$3.87M | 1.35% | 14 |
|
|
2021
Q1 | $84.5M | Sell |
364,224
-34,071
| -9% | -$7.9M | 1.5% | 8 |
|
|
2020
Q4 | $72.5M | Sell |
398,295
-9,543
| -2% | -$1.74M | 1.34% | 14 |
|
|
2020
Q3 | $60.8M | Buy |
407,838
+14,669
| +4% | +$2.19M | 1.23% | 18 |
|
|
2020
Q2 | $49.7M | Sell |
393,169
-13,134
| -3% | -$1.66M | 1.09% | 24 |
|
|
2020
Q1 | $47.1M | Sell |
406,303
-505
| -0.1% | -$58.6K | 1.16% | 25 |
|
|
2019
Q4 | $60.1M | Buy |
406,808
+3,932
| +1% | +$581K | 1.13% | 26 |
|
|
2019
Q3 | $50.9M | Buy |
402,876
+316,024
| +364% | +$39.9M | 1.02% | 31 |
|
|
2019
Q2 | $11.8M | Buy |
86,852
+321
| +0.4% | +$43.7K | 0.24% | 94 |
|
|
2019
Q1 | $11.7M | Buy |
86,531
+1,830
| +2% | +$248K | 0.25% | 91 |
|
|
2018
Q4 | $10.8M | Sell |
84,701
-3,144
| -4% | -$400K | 0.26% | 91 |
|
|
2018
Q3 | $13.4M | Sell |
87,845
-118
| -0.1% | -$18K | 0.28% | 87 |
|
|
2018
Q2 | $11.9M | Buy |
87,963
+9,918
| +13% | +$1.35M | 0.26% | 88 |
|
|
2018
Q1 | $11.5M | Buy |
78,045
+120
| +0.2% | +$17.7K | 0.26% | 94 |
|
|
2017
Q4 | $12.3M | Buy |
77,925
+1,734
| +2% | +$273K | 0.27% | 88 |
|
|
2017
Q3 | $9.5M | Sell |
76,191
-1,222
| -2% | -$152K | 0.22% | 100 |
|
|
2017
Q2 | $8.32M | Buy |
+77,413
| New | +$8.32M | 0.21% | 104 |
|
|
2015
Q3 | – | Sell |
-7,153
| Closed | -$607K | – | 595 |
|
|
2015
Q2 | $607K | Buy |
7,153
+444
| +7% | +$37.7K | 0.02% | 403 |
|
|
2015
Q1 | $537K | Buy |
+6,709
| New | +$537K | 0.02% | 409 |
|
|
2014
Q3 | – | Sell |
-6,227
| Closed | -$677K | – | 670 |
|
|
2014
Q2 | $677K | Buy |
+6,227
| New | +$677K | 0.02% | 349 |
|