Oak Harbor Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Hold |
17,713
| – | – | 1.86% | 11 |
|
|
2025
Q1 | $5.84M | Hold |
17,713
| – | – | 1.67% | 14 |
|
|
2024
Q4 | $6.43M | Sell |
17,713
-22
| -0.1% | -$7.98K | 1.86% | 12 |
|
|
2024
Q3 | $6.94M | Buy |
17,735
+3
| +0% | +$1.17K | 1.98% | 9 |
|
|
2024
Q2 | $5.91M | Buy |
17,732
+3
| +0% | +$999 | 1.86% | 14 |
|
|
2024
Q1 | $6.5M | Buy |
17,729
+2
| +0% | +$733 | 2.02% | 13 |
|
|
2023
Q4 | $5.24M | Sell |
17,727
-38
| -0.2% | -$11.2K | 1.76% | 15 |
|
|
2023
Q3 | $4.85M | Buy |
17,765
+3
| +0% | +$819 | 1.72% | 15 |
|
|
2023
Q2 | $4.37M | Sell |
17,762
-10
| -0.1% | -$2.46K | 1.49% | 17 |
|
|
2023
Q1 | $4.07M | Sell |
17,772
-43
| -0.2% | -$9.84K | 1.48% | 17 |
|
|
2022
Q4 | $4.27M | Buy |
17,815
+3
| +0% | +$719 | 1.63% | 16 |
|
|
2022
Q3 | $2.92M | Buy |
17,812
+4
| +0% | +$656 | 1.14% | 23 |
|
|
2022
Q2 | $3.18M | Buy |
17,808
+3
| +0% | +$536 | 1.27% | 21 |
|
|
2022
Q1 | $3.97M | Buy |
17,805
+3,931
| +28% | +$876K | 1.3% | 21 |
|
|
2021
Q4 | $2.87M | Buy |
+13,874
| New | +$2.87M | 0.99% | 31 |
|