Arvest Bank Trust Division’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Sell |
1,681
-63
| -4% | -$24.5K | 0.04% | 132 |
|
|
2025
Q1 | $575K | Buy |
1,744
+170
| +11% | +$56.1K | 0.04% | 124 |
|
|
2024
Q4 | $571K | Buy |
1,574
+14
| +0.9% | +$5.08K | 0.03% | 125 |
|
|
2024
Q3 | $610K | Buy |
+1,560
| New | +$610K | 0.04% | 117 |
|
|
2021
Q2 | – | Sell |
-3,683
| Closed | -$854K | – | 174 |
|
|
2021
Q1 | $854K | Buy |
3,683
+749
| +26% | +$174K | 0.05% | 81 |
|
|
2020
Q4 | $534K | Buy |
2,934
+1,103
| +60% | +$201K | 0.03% | 98 |
|
|
2020
Q3 | $273K | Buy |
+1,831
| New | +$273K | 0.02% | 109 |
|
|
2015
Q2 | – | Sell |
-130,351
| Closed | -$10.4M | – | 122 |
|
|
2015
Q1 | $10.4M | Buy |
130,351
+1,191
| +0.9% | +$95.3K | 0.89% | 47 |
|
|
2014
Q4 | $13M | Buy |
129,160
+2,731
| +2% | +$275K | 1.14% | 40 |
|
|
2014
Q3 | $12.5M | Buy |
+126,429
| New | +$12.5M | 1.15% | 41 |
|