Stokes Family Office’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Sell |
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|
2025
Q1 | $550K | Buy |
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|
2024
Q4 | $587K | Sell |
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|
2024
Q3 | $671K | Sell |
|
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|
2024
Q2 | $615K | Buy |
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|
2024
Q1 | $650K | Buy |
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|
2023
Q4 | $444K | Sell |
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|
2023
Q3 | $552K | Buy |
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|
2023
Q2 | $398K | Buy |
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|
2023
Q1 | $357K | Sell |
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $264K | Sell |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $388K | Sell |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | $333K | Sell |
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|
2021
Q2 | $378K | Buy |
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|
2021
Q1 | $384K | Sell |
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|
2020
Q4 | $386K | Buy |
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|
2020
Q3 | $310K | Sell |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $550K | Sell |
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|
2019
Q4 | $1.01M | Buy |
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