Per Stirling 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
2026
Q1
$223K Buy
2024
Q4
Sell
2024
Q3
$341K Hold
2024
Q2
$290K Sell
2024
Q1
$325K Buy
2023
Q4
$257K Hold
2023
Q3
$238K Hold
2023
Q2
$214K Sell
2023
Q1
$398K Buy
2022
Q4
$204K Buy