Zurich Cantonal Bank’s Caterpillar CAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $111M | Buy |
286,264
+10,886
| +4% | +$4.23M | 0.27% | 63 |
|
2025
Q1 | $90.8M | Buy |
275,378
+12,352
| +5% | +$4.07M | 0.26% | 62 |
|
2024
Q4 | $95.4M | Buy |
263,026
+3,317
| +1% | +$1.2M | 0.27% | 63 |
|
2024
Q3 | $102M | Sell |
259,709
-7,595
| -3% | -$2.97M | 0.3% | 57 |
|
2024
Q2 | $89M | Buy |
267,304
+18,399
| +7% | +$6.13M | 0.29% | 57 |
|
2024
Q1 | $91.2M | Buy |
248,905
+32,145
| +15% | +$11.8M | 0.32% | 55 |
|
2023
Q4 | $64.1M | Sell |
216,760
-2,094
| -1% | -$619K | 0.25% | 76 |
|
2023
Q3 | $59.7M | Buy |
218,854
+31,385
| +17% | +$8.57M | 0.26% | 74 |
|
2023
Q2 | $46.1M | Sell |
187,469
-46,664
| -20% | -$11.5M | 0.2% | 97 |
|
2023
Q1 | $53.6M | Buy |
234,133
+30,543
| +15% | +$6.99M | 0.26% | 79 |
|
2022
Q4 | $48.8M | Sell |
203,590
-17,091
| -8% | -$4.09M | 0.26% | 80 |
|
2022
Q3 | $36.2M | Sell |
220,681
-20,313
| -8% | -$3.33M | 0.21% | 92 |
|
2022
Q2 | $43.1M | Buy |
240,994
+28,426
| +13% | +$5.08M | 0.25% | 83 |
|
2022
Q1 | $47.4M | Buy |
212,568
+42,609
| +25% | +$9.49M | 0.23% | 88 |
|
2021
Q4 | $35.1M | Buy |
169,959
+22,533
| +15% | +$4.66M | 0.17% | 115 |
|
2021
Q3 | $28.3M | Sell |
147,426
-28,424
| -16% | -$5.46M | 0.15% | 127 |
|
2021
Q2 | $38.3M | Sell |
175,850
-7,097
| -4% | -$1.54M | 0.21% | 93 |
|
2021
Q1 | $42.4M | Sell |
182,947
-20,588
| -10% | -$4.77M | 0.25% | 84 |
|
2020
Q4 | $37M | Buy |
203,535
+43,923
| +28% | +$7.99M | 0.23% | 90 |
|
2020
Q3 | $23.8M | Buy |
159,612
+22,498
| +16% | +$3.36M | 0.17% | 112 |
|
2020
Q2 | $17.3M | Sell |
137,114
-9,688
| -7% | -$1.23M | 0.15% | 132 |
|
2020
Q1 | $17M | Buy |
146,802
+14,096
| +11% | +$1.64M | 0.16% | 132 |
|
2019
Q4 | $19.6M | Buy |
132,706
+1,850
| +1% | +$273K | 0.15% | 147 |
|
2019
Q3 | $16.5M | Buy |
130,856
+7,194
| +6% | +$909K | 0.14% | 158 |
|
2019
Q2 | $16.9M | Sell |
123,662
-25,583
| -17% | -$3.49M | 0.14% | 152 |
|
2019
Q1 | $20.2M | Sell |
149,245
-106,126
| -42% | -$14.4M | 0.18% | 127 |
|
2018
Q4 | $32.5M | Sell |
255,371
-4,319
| -2% | -$549K | 0.33% | 59 |
|
2018
Q3 | $39.6M | Buy |
259,690
+10,595
| +4% | +$1.62M | 0.34% | 55 |
|
2018
Q2 | $33.8M | Buy |
249,095
+25,672
| +11% | +$3.48M | 0.3% | 67 |
|
2018
Q1 | $32.9M | Sell |
223,423
-3,631
| -2% | -$535K | 0.3% | 67 |
|
2017
Q4 | $35.8M | Buy |
227,054
+87,592
| +63% | +$13.8M | 0.32% | 57 |
|
2017
Q3 | $17.4M | Sell |
139,462
-14,218
| -9% | -$1.77M | 0.16% | 141 |
|
2017
Q2 | $16.5M | Sell |
153,680
-14,544
| -9% | -$1.56M | 0.16% | 143 |
|
2017
Q1 | $15.6M | Sell |
168,224
-151,589
| -47% | -$14.1M | 0.15% | 154 |
|
2016
Q4 | $29.7M | Buy |
319,813
+176,806
| +124% | +$16.4M | 0.31% | 73 |
|
2016
Q3 | $12.7M | Buy |
143,007
+37,242
| +35% | +$3.31M | 0.13% | 172 |
|
2016
Q2 | $8.02M | Sell |
105,765
-1,132
| -1% | -$85.8K | 0.1% | 206 |
|
2016
Q1 | $8.18M | Sell |
106,897
-18,046
| -14% | -$1.38M | 0.1% | 207 |
|
2015
Q4 | $8.49M | Buy |
124,943
+5,345
| +4% | +$363K | 0.11% | 184 |
|
2015
Q3 | $7.82M | Buy |
119,598
+1,478
| +1% | +$96.6K | 0.11% | 178 |
|
2015
Q2 | $10M | Buy |
118,120
+30,671
| +35% | +$2.6M | 0.14% | 154 |
|
2015
Q1 | $7M | Buy |
87,449
+1,229
| +1% | +$98.3K | 0.1% | 209 |
|
2014
Q4 | $7.89M | Buy |
86,220
+17,721
| +26% | +$1.62M | 0.24% | 89 |
|
2014
Q3 | $6.78M | Sell |
68,499
-15,664
| -19% | -$1.55M | 0.22% | 98 |
|
2014
Q2 | $9.15M | Sell |
84,163
-104,988
| -56% | -$11.4M | 0.27% | 86 |
|
2014
Q1 | $18.8M | Buy |
189,151
+28,267
| +18% | +$2.81M | 0.58% | 32 |
|
2013
Q4 | $14.6M | Sell |
160,884
-4,044
| -2% | -$367K | 0.48% | 39 |
|
2013
Q3 | $13.8M | Sell |
164,928
-744
| -0.4% | -$62K | 0.48% | 36 |
|
2013
Q2 | $13.7M | Buy |
+165,672
| New | +$13.7M | 0.48% | 39 |
|