Charter Oak Capital Management’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 | $654K | Sell |
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|
2025
Q2 | $614K | Sell |
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|
2025
Q1 | $584K | Buy |
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|
2024
Q4 | $635K | Buy |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $478K | Sell |
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|
2024
Q1 | $627K | Buy |
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|
2023
Q4 | $458K | Buy |
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|
2023
Q3 | $422K | Buy |
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|
2023
Q2 | $380K | Buy |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $368K | Sell |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $347K | Buy |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $276K | Buy |
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|
2021
Q2 | $312K | Buy |
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|
2021
Q1 | $332K | Hold |
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|
2020
Q4 | $260K | Buy |
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