Stamos Capital Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
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|
2025
Q1 | $2.19M | Sell |
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|
2024
Q4 | $2.76M | Buy |
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|
2024
Q3 | $2.79M | Sell |
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|
2024
Q2 | $3.11M | Buy |
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|
2024
Q1 | $3.04M | Sell |
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|
2023
Q4 | $5.3M | Sell |
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|
2023
Q3 | $6.25M | Buy |
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|
2023
Q2 | $5.27M | Buy |
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|
2023
Q1 | $4.49M | Buy |
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|
2022
Q4 | $3.69M | Sell |
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|
2022
Q3 | $6.04M | Buy |
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|
2022
Q2 | $2.72M | Hold |
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|
2022
Q1 | $3.39M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $206K | Sell |
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|
2018
Q4 | $1.33M | Buy |
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