Stifel Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243M | Buy |
625,585
+10,997
| +2% | +$4.27M | 0.24% | 95 |
|
|
2025
Q1 | $203M | Sell |
614,588
-38,437
| -6% | -$12.7M | 0.22% | 103 |
|
|
2024
Q4 | $237M | Sell |
653,025
-12,613
| -2% | -$4.58M | 0.25% | 92 |
|
|
2024
Q3 | $260M | Sell |
665,638
-5,356
| -0.8% | -$2.09M | 0.27% | 86 |
|
|
2024
Q2 | $224M | Buy |
670,994
+28,120
| +4% | +$9.37M | 0.25% | 91 |
|
|
2024
Q1 | $236M | Sell |
642,874
-19,885
| -3% | -$7.29M | 0.27% | 86 |
|
|
2023
Q4 | $196M | Buy |
662,759
+19,506
| +3% | +$5.77M | 0.25% | 92 |
|
|
2023
Q3 | $176M | Buy |
643,253
+5,494
| +0.9% | +$1.5M | 0.25% | 89 |
|
|
2023
Q2 | $157M | Buy |
637,759
+2,002
| +0.3% | +$493K | 0.21% | 107 |
|
|
2023
Q1 | $146M | Sell |
635,757
-17,678
| -3% | -$4.05M | 0.21% | 117 |
|
|
2022
Q4 | $157M | Buy |
653,435
+12,468
| +2% | +$2.99M | 0.24% | 99 |
|
|
2022
Q3 | $105M | Sell |
640,967
-11,416
| -2% | -$1.87M | 0.17% | 135 |
|
|
2022
Q2 | $117M | Sell |
652,383
-19,116
| -3% | -$3.42M | 0.18% | 129 |
|
|
2022
Q1 | $150M | Buy |
671,499
+93,678
| +16% | +$20.9M | 0.2% | 116 |
|
|
2021
Q4 | $119M | Buy |
577,821
+59,713
| +12% | +$12.3M | 0.16% | 146 |
|
|
2021
Q3 | $99.5M | Buy |
518,108
+30,018
| +6% | +$5.76M | 0.15% | 153 |
|
|
2021
Q2 | $106M | Buy |
488,090
+3,944
| +0.8% | +$858K | 0.16% | 147 |
|
|
2021
Q1 | $112M | Sell |
484,146
-6,549
| -1% | -$1.52M | 0.19% | 126 |
|
|
2020
Q4 | $89.3M | Sell |
490,695
-19,556
| -4% | -$3.56M | 0.16% | 144 |
|
|
2020
Q3 | $76.1M | Buy |
510,251
+29,557
| +6% | +$4.41M | 0.16% | 141 |
|
|
2020
Q2 | $60.8M | Buy |
480,694
+12,808
| +3% | +$1.62M | 0.14% | 157 |
|
|
2020
Q1 | $54.3M | Sell |
467,886
-28,974
| -6% | -$3.36M | 0.15% | 161 |
|
|
2019
Q4 | $73.3M | Buy |
496,860
+35,184
| +8% | +$5.19M | 0.15% | 160 |
|
|
2019
Q3 | $58.5M | Sell |
461,676
-34,599
| -7% | -$4.38M | 0.15% | 171 |
|
|
2019
Q2 | $67.6M | Buy |
496,275
+21,719
| +5% | +$2.96M | 0.17% | 146 |
|
|
2019
Q1 | $64.4M | Buy |
474,556
+25,573
| +6% | +$3.47M | 0.18% | 146 |
|
|
2018
Q4 | $57.2M | Buy |
448,983
+71,282
| +19% | +$9.08M | 0.19% | 141 |
|
|
2018
Q3 | $57.7M | Sell |
377,701
-19,372
| -5% | -$2.96M | 0.17% | 146 |
|
|
2018
Q2 | $54.6M | Sell |
397,073
-13,453
| -3% | -$1.85M | 0.17% | 141 |
|
|
2018
Q1 | $60.6M | Sell |
410,526
-34,568
| -8% | -$5.1M | 0.19% | 128 |
|
|
2017
Q4 | $70.2M | Sell |
445,094
-35,876
| -7% | -$5.66M | 0.22% | 109 |
|
|
2017
Q3 | $59.9M | Buy |
480,970
+24,393
| +5% | +$3.04M | 0.21% | 116 |
|
|
2017
Q2 | $49M | Buy |
456,577
+92,737
| +25% | +$9.96M | 0.18% | 131 |
|
|
2017
Q1 | $33.8M | Buy |
363,840
+9,035
| +3% | +$839K | 0.13% | 177 |
|
|
2016
Q4 | $32.9M | Buy |
354,805
+5,941
| +2% | +$551K | 0.14% | 170 |
|
|
2016
Q3 | $31M | Sell |
348,864
-21,069
| -6% | -$1.87M | 0.14% | 172 |
|
|
2016
Q2 | $28M | Buy |
369,933
+8,458
| +2% | +$641K | 0.13% | 168 |
|
|
2016
Q1 | $27.7M | Sell |
361,475
-440,818
| -55% | -$33.7M | 0.15% | 156 |
|
|
2015
Q4 | $54.5M | Sell |
802,293
-18,047
| -2% | -$1.23M | 0.28% | 89 |
|
|
2015
Q3 | $53.6M | Buy |
820,340
+16,141
| +2% | +$1.06M | 0.3% | 83 |
|
|
2015
Q2 | $68.1M | Buy |
804,199
+336,627
| +72% | +$28.5M | 0.35% | 61 |
|
|
2015
Q1 | $37.4M | Sell |
467,572
-56,457
| -11% | -$4.52M | 0.2% | 129 |
|
|
2014
Q4 | $48M | Buy |
524,029
+362,494
| +224% | +$33.2M | 0.27% | 90 |
|
|
2014
Q3 | $16M | Buy |
161,535
+60,108
| +59% | +$5.95M | 0.14% | 178 |
|
|
2014
Q2 | $11M | Buy |
101,427
+5,965
| +6% | +$648K | 0.1% | 267 |
|
|
2014
Q1 | $9.49M | Buy |
+95,462
| New | +$9.49M | 0.09% | 290 |
|