Stillwater Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
41,959
+326
| +0.8% | +$127K | 2.07% | 21 |
|
|
2025
Q1 | $13.7M | Buy |
41,633
+318
| +0.8% | +$105K | 1.92% | 23 |
|
|
2024
Q4 | $15M | Buy |
41,315
+594
| +1% | +$215K | 1.85% | 23 |
|
|
2024
Q3 | $15.9M | Sell |
40,721
-6
| -0% | -$2.35K | 2.06% | 23 |
|
|
2024
Q2 | $13.6M | Sell |
40,727
-330
| -0.8% | -$110K | 1.89% | 23 |
|
|
2024
Q1 | $15M | Buy |
41,057
+177
| +0.4% | +$64.9K | 2.23% | 20 |
|
|
2023
Q4 | $12.1M | Buy |
40,880
+277
| +0.7% | +$81.9K | 1.94% | 23 |
|
|
2023
Q3 | $11.1M | Buy |
40,603
+210
| +0.5% | +$57.3K | 2.02% | 22 |
|
|
2023
Q2 | $9.94M | Buy |
40,393
+310
| +0.8% | +$76.3K | 1.76% | 26 |
|
|
2023
Q1 | $9.17M | Buy |
+40,083
| New | +$9.17M | 1.78% | 28 |
|
|
2015
Q3 | – | Sell |
-99,882
| Closed | -$8.47M | – | 69 |
|
|
2015
Q2 | $8.47M | Buy |
99,882
+1,005
| +1% | +$85.2K | 2.45% | 23 |
|
|
2015
Q1 | $7.91M | Buy |
98,877
+4,976
| +5% | +$398K | 2.41% | 24 |
|
|
2014
Q4 | $8.6M | Buy |
93,901
+4,053
| +5% | +$371K | 2.58% | 22 |
|
|
2014
Q3 | $8.9M | Buy |
89,848
+1,124
| +1% | +$111K | 2.97% | 21 |
|
|
2014
Q2 | $9.64M | Buy |
88,724
+1,387
| +2% | +$151K | 3.28% | 10 |
|
|
2014
Q1 | $8.68M | Buy |
87,337
+2,537
| +3% | +$252K | 3.15% | 13 |
|
|
2013
Q4 | $7.7M | Buy |
+84,800
| New | +$7.7M | 2.98% | 19 |
|