Live Oak Investment Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | -$901K | – | 105 |
|
|
2024
Q4 | – | Hold |
0
| – | -$992K | – | 39 |
|
|
2024
Q3 | – | Hold |
0
| – | -$877K | – | 35 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 39 |
|
|
2023
Q4 | – | Hold |
0
| – | -$747K | – | 35 |
|
|
2023
Q3 | – | Hold |
0
| – | -$668K | – | 39 |
|
|
2023
Q2 | – | Hold |
0
| – | -$633K | – | 47 |
|
|
2023
Q1 | – | Hold |
0
| – | -$644K | – | 46 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 42 |
|