Stifel Financial’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 | $292M | Sell |
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|
2025
Q2 | $243M | Buy |
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|
2025
Q1 | $203M | Sell |
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|
2024
Q4 | $237M | Sell |
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|
2024
Q3 | $260M | Sell |
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|
2024
Q2 | $224M | Buy |
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|
2024
Q1 | $236M | Sell |
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|
2023
Q4 | $196M | Buy |
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|
2023
Q3 | $176M | Buy |
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|
2023
Q2 | $157M | Buy |
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|
2023
Q1 | $146M | Sell |
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|
2022
Q4 | $157M | Buy |
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|
2022
Q3 | $105M | Sell |
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|
2022
Q2 | $117M | Sell |
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|
2022
Q1 | $150M | Buy |
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|
2021
Q4 | $119M | Buy |
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|
2021
Q3 | $99.5M | Buy |
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|
2021
Q2 | $106M | Buy |
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|
2021
Q1 | $112M | Sell |
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|
2020
Q4 | $89.3M | Sell |
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|
2020
Q3 | $76.1M | Buy |
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|
2020
Q2 | $60.8M | Buy |
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|
2020
Q1 | $54.3M | Sell |
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|
2019
Q4 | $73.3M | Buy |
|
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|
2019
Q3 | $58.5M | Sell |
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|
2019
Q2 | $67.6M | Buy |
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|
2019
Q1 | $64.4M | Buy |
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|
2018
Q4 | $57.2M | Buy |
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|
2018
Q3 | $57.7M | Sell |
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|
2018
Q2 | $54.6M | Sell |
|
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|
2018
Q1 | $60.5M | Sell |
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|
2017
Q4 | $70.2M | Sell |
|
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|
2017
Q3 | $59.9M | Buy |
|
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|
2017
Q2 | $49M | Buy |
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|
2017
Q1 | $33.8M | Buy |
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|
2016
Q4 | $32.9M | Buy |
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|
2016
Q3 | $31M | Sell |
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|
2016
Q2 | $28M | Buy |
|
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|
2016
Q1 | $27.7M | Sell |
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|
2015
Q4 | $54.5M | Sell |
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|
2015
Q3 | $53.6M | Buy |
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|
2015
Q2 | $68.1M | Buy |
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|
2015
Q1 | $37.4M | Sell |
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|
2014
Q4 | $48M | Buy |
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|
2014
Q3 | $16M | Buy |
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|
2014
Q2 | $11M | Buy |
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|
2014
Q1 | $9.49M | Buy |
|