Live Oak 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 | $1.68M | Buy |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.36M | Hold |
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|
2024
Q1 | $1.5M | Hold |
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|
2023
Q4 | $1.21M | Hold |
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|
2023
Q3 | $1.11M | Hold |
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|
2023
Q2 | $1M | Hold |
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|
2023
Q1 | $934K | Buy |
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|
2022
Q4 | $954K | Hold |
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|
2022
Q3 | $653K | Hold |
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|
2022
Q2 | $712K | Buy |
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|
2022
Q1 | $687K | Buy |
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|
2021
Q4 | $611K | Sell |
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|
2021
Q3 | $568K | Hold |
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|
2021
Q2 | $644K | Hold |
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|
2021
Q1 | $686K | Sell |
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|
2020
Q4 | $553K | Buy |
|