Sippican Capital Advisors’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 | $1.19M | Hold |
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|
2025
Q2 | $971K | Hold |
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|
2025
Q1 | $825K | Hold |
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|
2024
Q4 | $907K | Hold |
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|
2024
Q3 | $978K | Hold |
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|
2024
Q2 | $833K | Hold |
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|
2024
Q1 | $916K | Hold |
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|
2023
Q4 | $739K | Hold |
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|
2023
Q3 | $683K | Hold |
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|
2023
Q2 | $615K | Hold |
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|
2023
Q1 | $572K | Hold |
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|
2022
Q4 | $599K | Hold |
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|
2022
Q3 | $410K | Hold |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $624K | Hold |
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|
2021
Q4 | $579K | Hold |
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|
2021
Q3 | $538K | Sell |
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|
2021
Q2 | $653K | Hold |
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|
2021
Q1 | $696K | Sell |
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|
2020
Q4 | $582K | Sell |
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|
2020
Q3 | $522K | Buy |
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|
2020
Q2 | $440K | Buy |
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|
2020
Q1 | $377K | Buy |
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|
2019
Q4 | $443K | Hold |
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|
2019
Q3 | $379K | Hold |
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|
2019
Q2 | $409K | Hold |
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|
2019
Q1 | $406K | Hold |
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|
2018
Q4 | $381K | Hold |
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|
2018
Q3 | $394K | Hold |
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|
2018
Q2 | $407K | Hold |
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|
2018
Q1 | $442K | Sell |
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|
2017
Q4 | $552K | Sell |
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|
2017
Q3 | $624K | Hold |
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|
2017
Q2 | $537K | Hold |
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|
2017
Q1 | $464K | Hold |
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|
2016
Q4 | $464K | Hold |
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|
2016
Q3 | $444K | Hold |
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|
2016
Q2 | $379K | Sell |
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|
2016
Q1 | $409K | Hold |
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|
2015
Q4 | $364K | Hold |
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|
2015
Q3 | $350K | Hold |
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|
2015
Q2 | $454K | Hold |
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|
2015
Q1 | $428K | Hold |
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|
2014
Q4 | $490K | Buy |
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|
2014
Q3 | $525K | Buy |
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