Stokes Family Office’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Sell |
1,643
-25
| -1% | -$9.71K | 0.07% | 142 |
|
|
2025
Q1 | $550K | Buy |
1,668
+50
| +3% | +$16.5K | 0.06% | 149 |
|
|
2024
Q4 | $587K | Sell |
1,618
-97
| -6% | -$35.2K | 0.06% | 144 |
|
|
2024
Q3 | $671K | Sell |
1,715
-130
| -7% | -$50.8K | 0.07% | 136 |
|
|
2024
Q2 | $615K | Buy |
1,845
+70
| +4% | +$23.3K | 0.07% | 141 |
|
|
2024
Q1 | $650K | Buy |
1,775
+275
| +18% | +$101K | 0.08% | 133 |
|
|
2023
Q4 | $444K | Sell |
1,500
-523
| -26% | -$155K | 0.06% | 147 |
|
|
2023
Q3 | $552K | Buy |
2,023
+406
| +25% | +$111K | 0.06% | 175 |
|
|
2023
Q2 | $398K | Buy |
1,617
+56
| +4% | +$13.8K | 0.05% | 206 |
|
|
2023
Q1 | $357K | Sell |
1,561
-64
| -4% | -$14.6K | 0.04% | 205 |
|
|
2022
Q4 | $389K | Buy |
1,625
+16
| +1% | +$3.83K | 0.05% | 188 |
|
|
2022
Q3 | $264K | Sell |
1,609
-278
| -15% | -$45.6K | 0.04% | 221 |
|
|
2022
Q2 | $337K | Buy |
1,887
+145
| +8% | +$25.9K | 0.05% | 196 |
|
|
2022
Q1 | $388K | Sell |
1,742
-172
| -9% | -$38.3K | 0.05% | 182 |
|
|
2021
Q4 | $396K | Buy |
1,914
+178
| +10% | +$36.8K | 0.05% | 165 |
|
|
2021
Q3 | $333K | Sell |
1,736
-1
| -0.1% | -$192 | 0.05% | 177 |
|
|
2021
Q2 | $378K | Buy |
1,737
+83
| +5% | +$18.1K | 0.05% | 160 |
|
|
2021
Q1 | $384K | Sell |
1,654
-464
| -22% | -$108K | 0.06% | 151 |
|
|
2020
Q4 | $386K | Buy |
2,118
+41
| +2% | +$7.47K | 0.08% | 125 |
|
|
2020
Q3 | $310K | Sell |
2,077
-98
| -5% | -$14.6K | 0.07% | 126 |
|
|
2020
Q2 | $275K | Sell |
2,175
-2,566
| -54% | -$324K | 0.07% | 115 |
|
|
2020
Q1 | $550K | Sell |
4,741
-1,898
| -29% | -$220K | 0.15% | 90 |
|
|
2019
Q4 | $1.01M | Buy |
+6,639
| New | +$1.01M | 0.22% | 74 |
|