Crown Oak Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
5,821
-179
| -3% | -$69.5K | 1.07% | 19 |
|
|
2025
Q1 | $1.98M | Hold |
6,000
| – | – | 1% | 18 |
|
|
2024
Q4 | $2.18M | Hold |
6,000
| – | – | 1.12% | 19 |
|
|
2024
Q3 | $2.35M | Hold |
6,000
| – | – | 1.3% | 19 |
|
|
2024
Q2 | $2M | Hold |
6,000
| – | – | 1.13% | 19 |
|
|
2024
Q1 | $2.2M | Hold |
6,000
| – | – | 1.21% | 19 |
|
|
2023
Q4 | $1.77M | Buy |
+6,000
| New | +$1.77M | 1.04% | 18 |
|