Ziegler Capital Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$1.84M Sell
2023
Q4
$10.4M Sell
2023
Q3
$10.3M Sell
2023
Q2
$9.45M Sell
2023
Q1
$10.1M Sell
2022
Q4
$12.4M Sell
2022
Q3
$9.71M Sell
2022
Q2
$11M Sell
2022
Q1
$14M Sell
2021
Q4
$14.1M Sell
2021
Q3
$14.3M Sell
2021
Q2
$17.2M Sell
2021
Q1
$21.8M Sell
2020
Q4
$18.2M Sell
2020
Q3
$15.8M Sell
2020
Q2
$16.6M Buy
2020
Q1
$14.4M Buy
2013
Q3
$688K Sell
2013
Q2
$2.18M Buy