ZIG
Zurich Insurance Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.6M | Buy |
+117,414
| New | +$45.6M | 0.35% | 76 |
|
|
2025
Q1 | – | Sell |
-154,835
| Closed | -$56.2M | – | 262 |
|
|
2024
Q4 | $56.2M | Sell |
154,835
-100,520
| -39% | -$36.5M | 0.46% | 65 |
|
|
2024
Q3 | $99.9M | Buy |
255,355
+249,155
| +4,019% | +$97.4M | 0.85% | 29 |
|
|
2024
Q2 | $2.07M | Hold |
6,200
| – | – | 0.02% | 157 |
|
|
2024
Q1 | $2.27M | Buy |
+6,200
| New | +$2.27M | 0.02% | 161 |
|
|
2022
Q1 | – | Sell |
-32,968
| Closed | -$6.82M | – | 211 |
|
|
2021
Q4 | $6.82M | Sell |
32,968
-406,956
| -93% | -$84.1M | 0.08% | 84 |
|
|
2021
Q3 | $84.5M | Buy |
439,924
+94,350
| +27% | +$18.1M | 1.01% | 37 |
|
|
2021
Q2 | $75.2M | Sell |
345,574
-184,040
| -35% | -$40.1M | 0.94% | 40 |
|
|
2021
Q1 | $123M | Buy |
+529,614
| New | +$123M | 1.76% | 15 |
|
|
2020
Q1 | – | Sell |
-99,061
| Closed | -$14.6M | – | 210 |
|
|
2019
Q4 | $14.6M | Sell |
99,061
-67,103
| -40% | -$9.91M | 0.26% | 92 |
|
|
2019
Q3 | $21M | Buy |
166,164
+36,904
| +29% | +$4.66M | 0.4% | 62 |
|
|
2019
Q2 | $17.6M | Buy |
129,260
+35,832
| +38% | +$4.88M | 0.35% | 69 |
|
|
2019
Q1 | $12.7M | Sell |
93,428
-42,354
| -31% | -$5.74M | 0.27% | 109 |
|
|
2018
Q4 | $17.3M | Sell |
135,782
-24,074
| -15% | -$3.06M | 0.41% | 72 |
|
|
2018
Q3 | $24.4M | Buy |
159,856
+81,922
| +105% | +$12.5M | 0.52% | 44 |
|
|
2018
Q2 | $10.6M | Sell |
77,934
-48,943
| -39% | -$6.64M | 0.24% | 116 |
|
|
2018
Q1 | $18.7M | Sell |
126,877
-9,099
| -7% | -$1.34M | 0.43% | 53 |
|
|
2017
Q4 | $21.4M | Buy |
135,976
+154
| +0.1% | +$24.3K | 0.5% | 47 |
|
|
2017
Q3 | $16.9M | Sell |
135,822
-581
| -0.4% | -$72.5K | 0.46% | 45 |
|
|
2017
Q2 | $14.7M | Buy |
136,403
+60,963
| +81% | +$6.55M | 0.42% | 51 |
|
|
2017
Q1 | $7M | Sell |
75,440
-10,664
| -12% | -$989K | 0.2% | 110 |
|
|
2016
Q4 | $7.99M | Sell |
86,104
-41,742
| -33% | -$3.87M | 0.25% | 91 |
|
|
2016
Q3 | $11.3M | Buy |
127,846
+47,406
| +59% | +$4.21M | 0.38% | 66 |
|
|
2016
Q2 | $6.1M | Sell |
80,440
-40,101
| -33% | -$3.04M | 0.21% | 125 |
|
|
2016
Q1 | $9.23M | Buy |
120,541
+15,426
| +15% | +$1.18M | 0.33% | 81 |
|
|
2015
Q4 | $7.14M | Buy |
+105,115
| New | +$7.14M | 0.26% | 117 |
|