BOK Financial Private Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $240K | Buy |
|
|||||
|
2025
Q2 | $185K | Hold |
|
|||||
|
2025
Q1 | $157K | Sell |
|
|||||
|
2024
Q4 | $175K | Sell |
|
|||||
|
2024
Q3 | $478K | Buy |
|
|||||
|
2024
Q2 | $156K | Hold |
|
|||||
|
2024
Q1 | $171K | Hold |
|
|||||
|
2023
Q4 | $138K | Hold |
|
|||||
|
2023
Q3 | $128K | Hold |
|
|||||
|
2023
Q2 | $115K | Hold |
|
|||||
|
2023
Q1 | $107K | Hold |
|
|||||
|
2022
Q4 | $112K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $645K | Buy |
|
|||||
|
2021
Q4 | $531K | Buy |
|
|||||
|
2021
Q3 | $406K | Buy |
|
|||||
|
2021
Q2 | $386K | Buy |
|
|||||
|
2021
Q1 | $330K | Buy |
|
|||||
|
2020
Q4 | $227K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $361K | Buy |
|
|||||
|
2019
Q3 | $275K | Sell |
|
|||||
|
2019
Q2 | $319K | Buy |
|
|||||
|
2019
Q1 | $301K | Sell |
|
|||||
|
2018
Q4 | $287K | Buy |
|
|||||
|
2018
Q3 | $302K | Hold |
|
|||||
|
2018
Q2 | $269K | Hold |
|
|||||
|
2018
Q1 | $292K | Sell |
|
|||||
|
2017
Q4 | $328K | Buy |
|
|||||
|
2017
Q3 | $247K | Hold |
|
|||||
|
2017
Q2 | $213K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $206K | Buy |
|