Arvest Trust’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$529K Sell
1,588
-1
-0.1% -$333 0.03% 116
2024
Q1
$582K Buy
+1,589
New +$582K 0.03% 114
2014
Q2
$13.6M Buy
125,482
+310
+0.2% +$33.7K 1.26% 28
2014
Q1
$13.2M Sell
125,172
-927
-0.7% -$97.7K 1.27% 29
2013
Q4
$11.5M Sell
126,099
-3,010
-2% -$273K 1.14% 39
2013
Q3
$10.8M Sell
129,109
-1,069
-0.8% -$89.1K 1.18% 40
2013
Q2
$10.7M Buy
+130,178
New +$10.7M 1.23% 36