Zacks Investment 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 | $165M | Buy |
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|
2025
Q1 | $139M | Buy |
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|
2024
Q4 | $151M | Sell |
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|
2024
Q3 | $176M | Buy |
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|
2024
Q2 | $147M | Sell |
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|
2024
Q1 | $191M | Buy |
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|
2023
Q4 | $148M | Sell |
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|
2023
Q3 | $143M | Buy |
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|
2023
Q2 | $128M | Buy |
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|
2023
Q1 | $117M | Buy |
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|
2022
Q4 | $118M | Buy |
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|
2022
Q3 | $74.8M | Buy |
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|
2022
Q2 | $80.2M | Buy |
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|
2022
Q1 | $94.1M | Buy |
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|
2021
Q4 | $82.6M | Buy |
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|
2021
Q3 | $75.5M | Buy |
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|
2021
Q2 | $83.1M | Buy |
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|
2021
Q1 | $84.5M | Sell |
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|
2020
Q4 | $72.5M | Sell |
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|
2020
Q3 | $60.8M | Buy |
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|
2020
Q2 | $49.7M | Sell |
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|
2020
Q1 | $47.1M | Sell |
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|
2019
Q4 | $60.1M | Buy |
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|
2019
Q3 | $50.9M | Buy |
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|
2019
Q2 | $11.8M | Buy |
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|
2019
Q1 | $11.7M | Buy |
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|
2018
Q4 | $10.8M | Sell |
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|
2018
Q3 | $13.4M | Sell |
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|
2018
Q2 | $11.9M | Buy |
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|
2018
Q1 | $11.5M | Buy |
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|
2017
Q4 | $12.3M | Buy |
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|
2017
Q3 | $9.5M | Sell |
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|
2017
Q2 | $8.32M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $607K | Buy |
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|
2015
Q1 | $537K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $677K | Buy |
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