Capital Research Global Investors — CAT Trade History
Quarter-by-quarter changes in the CATERPILLAR INC position · CUSIP 149123101
Currently held · 7.8 YearsFirst seen: 2018 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-12 | Reduce | 2,198,729 | -1,002,120 | -31.3% | $2.34B | 0.33% |
| 2026 Q1 | 2026-05-13 | Add | 3,200,849 | 355,642 | +12.5% | $2.27B | 0.35% |
| 2025 Q4 | 2026-02-11 | Reduce | 2,845,207 | -1,450,160 | -33.8% | $1.63B | 0.30% |
| 2025 Q3 | 2025-11-13 | Reduce | 4,295,367 | -7,394 | -0.2% | $2.05B | 0.39% |
| 2025 Q2 | 2025-08-13 | Add | 4,302,761 | 566,598 | +15.2% | $1.67B | 0.33% |
| 2025 Q1 | 2025-05-12 | Add | 3,736,163 | 812,109 | +27.8% | $1.23B | 0.27% |
| 2024 Q4 | 2025-02-13 | Add | 2,924,054 | 1,196,861 | +69.3% | $1.06B | 0.22% |
| 2024 Q3 | 2024-11-13 | Reduce | 1,727,193 | -3,779 | -0.2% | $675.5M | 0.14% |
| 2024 Q2 | 2024-08-13 | Reduce | 1,730,972 | -289,128 | -14.3% | $576.6M | 0.13% |
| 2024 Q1 | 2024-05-14 | Add | 2,020,100 | 119,326 | +6.3% | $740.2M | 0.17% |
| 2023 Q4 | 2024-02-13 | Add | 1,900,774 | 537 | +0.0% | $562.0M | 0.14% |
| 2023 Q3 | 2023-11-13 | Add | 1,900,237 | 87,830 | +4.8% | $518.8M | 0.14% |
| 2023 Q2 | 2023-08-11 | Add | 1,812,407 | 317 | +0.0% | $445.9M | 0.12% |
| 2023 Q1 | 2023-05-15 | Add | 1,812,090 | 561 | +0.0% | $414.7M | 0.12% |
| 2022 Q4 | 2023-02-14 | Add | 1,811,529 | 273 | +0.0% | $434.0M | 0.13% |
| 2022 Q3 | 2022-11-14 | Reduce | 1,811,256 | -1,010,935 | -35.8% | $297.2M | 0.10% |
| 2022 Q2 | 2022-08-15 | Reduce | 2,822,191 | -403,772 | -12.5% | $504.5M | 0.16% |
| 2022 Q1 | 2022-05-19 | Reduce | 3,225,963 | -1,095 | -0.0% | $718.8M | 0.18% |
| 2021 Q4 | 2022-02-14 | Add | 3,227,058 | 453 | +0.0% | $667.2M | 0.15% |
| 2021 Q3 | 2021-11-15 | Reduce | 3,226,605 | -203,074 | -5.9% | $619.4M | 0.14% |
| 2021 Q2 | 2021-08-16 | Reduce | 3,429,679 | -1,157,616 | -25.2% | $746.4M | 0.17% |
| 2021 Q1 | 2021-05-14 | Reduce | 4,587,295 | -762,853 | -14.3% | $1.06B | 0.26% |
| 2020 Q4 | 2021-02-12 | Add | 5,350,148 | 437,643 | +8.9% | $973.8M | 0.25% |
| 2020 Q3 | 2020-11-13 | Add | 4,912,505 | 810,738 | +19.8% | $732.7M | 0.22% |
| 2020 Q2 | 2020-08-14 | Add | 4,101,767 | 2,156,253 | +110.8% | $518.9M | 0.16% |
| 2020 Q1 | 2020-05-15 | Add | 1,945,514 | 653,415 | +50.6% | $225.8M | 0.09% |
| 2019 Q4 | 2020-02-18 | Add | 1,292,099 | 793 | +0.1% | $190.8M | 0.06% |
| 2019 Q3 | 2019-11-14 | Reduce | 1,291,306 | -839,810 | -39.4% | $163.1M | 0.05% |
| 2019 Q2 | 2019-08-14 | Reduce | 2,131,116 | -1,025,888 | -32.5% | $290.4M | 0.09% |
| 2019 Q1 | 2019-05-15 | Reduce | 3,157,004 | -193,737 | -5.8% | $427.7M | 0.14% |
| 2018 Q4 | 2019-02-14 | New | 3,350,741 | 3,350,741 | — | $425.8M | 0.15% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.