BOK Financial Private Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Hold |
477
| – | – | 0.01% | 176 |
|
|
2025
Q1 | $157K | Sell |
477
-5
| -1% | -$1.65K | 0.01% | 187 |
|
|
2024
Q4 | $175K | Sell |
482
-740
| -61% | -$268K | 0.01% | 176 |
|
|
2024
Q3 | $478K | Buy |
1,222
+754
| +161% | +$295K | 0.03% | 132 |
|
|
2024
Q2 | $156K | Hold |
468
| – | – | 0.01% | 180 |
|
|
2024
Q1 | $171K | Hold |
468
| – | – | 0.01% | 176 |
|
|
2023
Q4 | $138K | Hold |
468
| – | – | 0.01% | 183 |
|
|
2023
Q3 | $128K | Hold |
468
| – | – | 0.01% | 178 |
|
|
2023
Q2 | $115K | Hold |
468
| – | – | 0.01% | 184 |
|
|
2023
Q1 | $107K | Hold |
468
| – | – | 0.01% | 193 |
|
|
2022
Q4 | $112K | Buy |
+468
| New | +$112K | 0.01% | 186 |
|
|
2022
Q2 | – | Sell |
-2,897
| Closed | -$645K | – | 383 |
|
|
2022
Q1 | $645K | Buy |
2,897
+329
| +13% | +$73.3K | 0.05% | 157 |
|
|
2021
Q4 | $531K | Buy |
2,568
+455
| +22% | +$94.1K | 0.04% | 163 |
|
|
2021
Q3 | $406K | Buy |
2,113
+340
| +19% | +$65.3K | 0.03% | 168 |
|
|
2021
Q2 | $386K | Buy |
1,773
+348
| +24% | +$75.8K | 0.03% | 153 |
|
|
2021
Q1 | $330K | Buy |
1,425
+178
| +14% | +$41.2K | 0.03% | 147 |
|
|
2020
Q4 | $227K | Buy |
+1,247
| New | +$227K | 0.02% | 167 |
|
|
2020
Q1 | – | Sell |
-2,443
| Closed | -$361K | – | 188 |
|
|
2019
Q4 | $361K | Buy |
2,443
+267
| +12% | +$39.5K | 0.03% | 140 |
|
|
2019
Q3 | $275K | Sell |
2,176
-167
| -7% | -$21.1K | 0.04% | 105 |
|
|
2019
Q2 | $319K | Buy |
2,343
+125
| +6% | +$17K | 0.05% | 87 |
|
|
2019
Q1 | $301K | Sell |
2,218
-40
| -2% | -$5.43K | 0.04% | 81 |
|
|
2018
Q4 | $287K | Buy |
2,258
+276
| +14% | +$35.1K | 0.04% | 87 |
|
|
2018
Q3 | $302K | Hold |
1,982
| – | – | 0.05% | 72 |
|
|
2018
Q2 | $269K | Hold |
1,982
| – | – | 0.04% | 81 |
|
|
2018
Q1 | $292K | Sell |
1,982
-100
| -5% | -$14.7K | 0.05% | 81 |
|
|
2017
Q4 | $328K | Buy |
2,082
+100
| +5% | +$15.8K | 0.05% | 79 |
|
|
2017
Q3 | $247K | Hold |
1,982
| – | – | 0.04% | 107 |
|
|
2017
Q2 | $213K | Buy |
+1,982
| New | +$213K | 0.03% | 129 |
|
|
2016
Q3 | – | Sell |
-2,723
| Closed | -$206K | – | 143 |
|
|
2016
Q2 | $206K | Buy |
+2,723
| New | +$206K | 0.03% | 129 |
|