Delta 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
2025
Q3
$4.71M Sell
2025
Q2
$3.84M Hold
2025
Q1
$3.26M Buy
2024
Q4
$363K Hold
2024
Q3
$391K Hold
2024
Q2
$333K Buy
2017
Q1
Sell
2016
Q4
$1.43M Sell
2016
Q3
$1.37M Sell
2016
Q2
$1.19M Sell
2016
Q1
$1.42M Sell
2015
Q4
$1.27M Sell
2015
Q3
$1.22M Buy
2015
Q2
$1.57M Sell
2015
Q1
$1.51M Sell
2014
Q4
$1.78M Sell
2014
Q3
$1.95M Buy
2014
Q2
$2.14M Hold
2014
Q1
$1.95M Buy
2013
Q4
$1.78M Sell
2013
Q3
$1.67M Sell
2013
Q2
$1.66M Buy