Stillwater 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 | $19.9M | Sell |
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|
2025
Q2 | $16.3M | Buy |
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|
2025
Q1 | $13.7M | Buy |
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|
2024
Q4 | $15M | Buy |
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|
2024
Q3 | $15.9M | Sell |
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|
2024
Q2 | $13.6M | Sell |
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|
2024
Q1 | $15M | Buy |
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|
2023
Q4 | $12.1M | Buy |
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|
2023
Q3 | $11.1M | Buy |
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|
2023
Q2 | $9.94M | Buy |
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|
2023
Q1 | $9.17M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $8.47M | Buy |
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|
2015
Q1 | $7.91M | Buy |
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|
2014
Q4 | $8.6M | Buy |
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|
2014
Q3 | $8.9M | Buy |
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|
2014
Q2 | $9.64M | Buy |
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|
2014
Q1 | $8.68M | Buy |
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|
2013
Q4 | $7.7M | Buy |
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