BOK Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Sell |
37,268
-205
| -0.5% | -$79.6K | 0.23% | 84 |
|
|
2025
Q1 | $12.4M | Sell |
37,473
-1,931
| -5% | -$637K | 0.22% | 91 |
|
|
2024
Q4 | $13.8M | Buy |
39,404
+575
| +1% | +$202K | 0.23% | 83 |
|
|
2024
Q3 | $15.2M | Sell |
38,829
-2,120
| -5% | -$829K | 0.27% | 78 |
|
|
2024
Q2 | $13.6M | Buy |
40,949
+7,429
| +22% | +$2.47M | 0.24% | 81 |
|
|
2024
Q1 | $12.2M | Sell |
33,520
-366
| -1% | -$133K | 0.22% | 94 |
|
|
2023
Q4 | $10M | Buy |
33,886
+326
| +1% | +$96.4K | 0.2% | 108 |
|
|
2023
Q3 | $7.59M | Buy |
33,560
+4,076
| +14% | +$921K | 0.17% | 136 |
|
|
2023
Q2 | $7.25M | Sell |
29,484
-218
| -0.7% | -$53.6K | 0.15% | 153 |
|
|
2023
Q1 | $6.8M | Sell |
29,702
-3,407
| -10% | -$780K | 0.14% | 157 |
|
|
2022
Q4 | $7.93M | Sell |
33,109
-1,303
| -4% | -$312K | 0.15% | 144 |
|
|
2022
Q3 | $5.65M | Sell |
34,412
-8,170
| -19% | -$1.34M | 0.11% | 184 |
|
|
2022
Q2 | $7.61M | Buy |
42,582
+158
| +0.4% | +$28.2K | 0.15% | 153 |
|
|
2022
Q1 | $9.45M | Sell |
42,424
-4,311
| -9% | -$961K | 0.16% | 147 |
|
|
2021
Q4 | $9.66M | Sell |
46,735
-350
| -0.7% | -$72.4K | 0.15% | 151 |
|
|
2021
Q3 | $9.04M | Buy |
+47,085
| New | +$9.04M | 0.16% | 144 |
|
|
2021
Q1 | $11.6M | Sell |
50,043
-1,295
| -3% | -$300K | 0.21% | 109 |
|
|
2020
Q4 | $9.34M | Sell |
51,338
-2,319
| -4% | -$422K | 0.18% | 127 |
|
|
2020
Q3 | $8M | Buy |
53,657
+13,180
| +33% | +$1.97M | 0.18% | 125 |
|
|
2020
Q2 | $5.12M | Buy |
40,477
+254
| +0.6% | +$32.1K | 0.12% | 178 |
|
|
2020
Q1 | $4.67M | Buy |
40,223
+2,484
| +7% | +$288K | 0.13% | 165 |
|
|
2019
Q4 | $5.57M | Sell |
37,739
-4,517
| -11% | -$667K | 0.13% | 181 |
|
|
2019
Q3 | $5.34M | Sell |
42,256
-9,143
| -18% | -$1.15M | 0.13% | 183 |
|
|
2019
Q2 | $7.01M | Buy |
51,399
+2,289
| +5% | +$312K | 0.17% | 142 |
|
|
2019
Q1 | $6.65M | Buy |
49,110
+10,474
| +27% | +$1.42M | 0.16% | 153 |
|
|
2018
Q4 | $4.91M | Sell |
38,636
-217
| -0.6% | -$27.6K | 0.14% | 163 |
|
|
2018
Q3 | $5.93M | Sell |
38,853
-1,512
| -4% | -$231K | 0.15% | 176 |
|
|
2018
Q2 | $5.48M | Buy |
40,365
+7,214
| +22% | +$979K | 0.15% | 167 |
|
|
2018
Q1 | $4.89M | Sell |
33,151
-19,571
| -37% | -$2.88M | 0.14% | 173 |
|
|
2017
Q4 | $8.31M | Buy |
52,722
+286
| +0.5% | +$45.1K | 0.23% | 108 |
|
|
2017
Q3 | $6.54M | Sell |
52,436
-2,064
| -4% | -$257K | 0.19% | 124 |
|
|
2017
Q2 | $5.86M | Sell |
54,500
-11,104
| -17% | -$1.19M | 0.18% | 129 |
|
|
2017
Q1 | $6.09M | Buy |
65,604
+23,693
| +57% | +$2.2M | 0.19% | 129 |
|
|
2016
Q4 | $3.89M | Buy |
41,911
+178
| +0.4% | +$16.5K | 0.13% | 184 |
|
|
2016
Q3 | $3.7M | Sell |
41,733
-13,397
| -24% | -$1.19M | 0.12% | 191 |
|
|
2016
Q2 | $4.18M | Buy |
55,130
+1,544
| +3% | +$117K | 0.15% | 154 |
|
|
2016
Q1 | $4.1M | Buy |
53,586
+8,658
| +19% | +$663K | 0.15% | 164 |
|
|
2015
Q4 | $3.05M | Buy |
44,928
+17,022
| +61% | +$1.16M | 0.11% | 223 |
|
|
2015
Q3 | $1.82M | Sell |
27,906
-4,160
| -13% | -$272K | 0.07% | 314 |
|
|
2015
Q2 | $2.72M | Sell |
32,066
-9,862
| -24% | -$837K | 0.09% | 253 |
|
|
2015
Q1 | $3.36M | Buy |
41,928
+6,750
| +19% | +$540K | 0.11% | 212 |
|
|
2014
Q4 | $3.22M | Sell |
35,178
-6,291
| -15% | -$576K | 0.11% | 206 |
|
|
2014
Q3 | $4.11M | Buy |
41,469
+2,377
| +6% | +$235K | 0.14% | 168 |
|
|
2014
Q2 | $4.25M | Buy |
39,092
+11,586
| +42% | +$1.26M | 0.14% | 170 |
|
|
2014
Q1 | $2.73M | Buy |
27,506
+817
| +3% | +$81.2K | 0.09% | 242 |
|
|
2013
Q4 | $2.42M | Sell |
26,689
-16,037
| -38% | -$1.46M | 0.08% | 258 |
|
|
2013
Q3 | $3.56M | Sell |
42,726
-19,893
| -32% | -$1.66M | 0.13% | 176 |
|
|
2013
Q2 | $5.17M | Buy |
+62,619
| New | +$5.17M | 0.2% | 116 |
|