Stamos Capital Partners, L.P. Caterpillar Inc Transaction History

Stamos Capital Partners, L.P.

  • $511 Million
  • Q3 2025

A detailed history of Stamos Capital Partners, L.P. transactions in Caterpillar Inc stock. As of the latest transaction made, Stamos Capital Partners, L.P. holds 4,168 shares of CAT stock, worth $2.3 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
4,168
Previous 7,815 46.67%
Holding current value
$2.3 Million
Previous $3.03 Million 34.45%
% of portfolio
0.39%
Previous 0.57%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$390.92 - $477.15 $1.43 Million - $1.74 Million
-3,647 Reduced 46.67%
4,168 $1.99 Million
Q2 2025

Aug 14, 2025
BUY
$273.94 - $388.21 $318,866 - $451,876
1,164 Added 17.5%
7,815 $3.03 Million
Q1 2025

May 14, 2025
SELL
$326.75 - $407.63 $313,353 - $390,917
-959 Reduced 12.6%
6,651 $2.19 Million
Q4 2024

Feb 13, 2025
BUY
$360.37 - $416.88 $172,977 - $200,102
480 Added 6.73%
7,610 $2.76 Million
Q3 2024

Nov 13, 2024
SELL
$316.8 - $391.12 $703,296 - $868,286
-2,220 Reduced 23.74%
7,130 $2.79 Million
Q2 2024

Aug 13, 2024
BUY
$321.47 - $379.3 $340,758 - $402,058
1,060 Added 12.79%
9,350 $3.11 Million
Q1 2024

May 14, 2024
SELL
$278.63 - $366.43 $2.68 Million - $3.53 Million
-9,620 Reduced 53.71%
8,290 $3.04 Million
Q4 2023

Feb 13, 2024
SELL
$226.05 - $298.12 $1.13 Million - $1.49 Million
-4,990 Reduced 21.79%
17,910 $5.3 Million
Q3 2023

Nov 13, 2023
BUY
$240.58 - $288.65 $358,464 - $430,088
1,490 Added 6.96%
22,900 $6.25 Million
Q2 2023

Aug 11, 2023
BUY
$205.75 - $247.67 $372,407 - $448,282
1,810 Added 9.23%
21,410 $5.27 Million
Q1 2023

May 12, 2023
BUY
$215.01 - $264.54 $903,042 - $1.11 Million
4,200 Added 27.27%
19,600 $4.49 Million
Q4 2022

Feb 13, 2023
SELL
$171.23 - $243.14 $3.67 Million - $5.21 Million
-21,430 Reduced 58.19%
15,400 $3.69 Million
Q3 2022

Nov 10, 2022
BUY
$162.44 - $198.25 $3.51 Million - $4.29 Million
21,630 Added 142.3%
36,830 $6.04 Million
Q1 2022

May 13, 2022
BUY
$182.83 - $229.87 $1.88 Million - $2.37 Million
10,300 Added 210.2%
15,200 $3.39 Million
Q4 2021

Feb 14, 2022
BUY
$188.94 - $214.25 $925,806 - $1.05 Million
4,900 New
4,900 $1.01 Million
Q2 2019

Aug 14, 2019
SELL
$119.81 - $143.36 $179,715 - $215,040
-1,500 Closed
0 $0
Q1 2019

May 10, 2019
SELL
$121.51 - $141.41 $1.09 Million - $1.27 Million
-8,971 Reduced 85.67%
1,500 $206,000
Q4 2018

Feb 14, 2019
BUY
$112.34 - $158.22 $1.18 Million - $1.66 Million
10,471 New
10,471 $1.33 Million

Others Institutions Holding CAT

# of Institutions
3,618
Shares Held
338M
Call Options Held
7.41M
Put Options Held
7.35M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $291B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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