A detailed history of Stokes Capital Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Stokes Capital Advisors, LLC holds 11,133 shares of CAT stock, worth $5.84 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
11,133
Previous 10,684 4.2%
Holding current value
$5.84 Million
Previous $4.15 Million 28.09%
% of portfolio
1.3%
Previous 1.04%

Shares

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

Oct 09, 2025

BUY
$390.92 - $477.15 $175,523 - $214,240
449 Added 4.2%
11,133 $5.31 Million
Q2 2025

Jul 09, 2025

SELL
$273.94 - $388.21 $68,211 - $96,664
-249 Reduced 2.28%
10,684 $4.15 Million
Q1 2025

Apr 11, 2025

BUY
$326.75 - $407.63 $3.57 Million - $4.46 Million
10,933 New
10,933 $3.61 Million
Q1 2024

Apr 15, 2024

BUY
$278.63 - $366.43 $227,083 - $298,640
815 New
815 $298,000

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $277B
  • 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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