Stevens 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
Q2 | $1.44M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $4.46M | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $2.29M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $999K | Sell |
|
|||||
|
2021
Q3 | $2.24M | Buy |
|
|||||
|
2021
Q2 | $526K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $5.42M | Sell |
|
|||||
|
2018
Q3 | $23.2M | Sell |
|
|||||
|
2018
Q2 | $26.5M | Sell |
|
|||||
|
2018
Q1 | $30.8M | Buy |
|
|||||
|
2017
Q4 | $333K | Sell |
|
|||||
|
2017
Q3 | $36.9M | Buy |
|
|||||
|
2017
Q2 | $15.8M | Sell |
|
|||||
|
2017
Q1 | $14.3M | Buy |
|
|||||
|
2016
Q4 | $4.59M | Sell |
|
|||||
|
2016
Q3 | $6.29M | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $44.4M | Buy |
|
|||||
|
2014
Q3 | $27.6M | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $37.8M | Buy |
|