Zimmer Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Sell |
44,000
-23,950
| -35% | -$9.3M | 0.37% | 56 |
|
|
2025
Q1 | $22.4M | Buy |
67,950
+37,830
| +126% | +$12.5M | 0.42% | 48 |
|
|
2024
Q4 | $10.9M | Buy |
30,120
+10,120
| +51% | +$3.67M | 0.19% | 72 |
|
|
2024
Q3 | $7.82M | Sell |
20,000
-20,000
| -50% | -$7.82M | 0.14% | 88 |
|
|
2024
Q2 | $13.3M | Buy |
40,000
+13,280
| +50% | +$4.42M | 0.25% | 61 |
|
|
2024
Q1 | $9.79M | Buy |
+26,720
| New | +$9.79M | 0.21% | 69 |
|