Oak Harvest Investment Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
4,307
-12
| -0.3% | -$4.66K | 0.21% | 99 |
|
|
2025
Q1 | $1.42M | Sell |
4,319
-36
| -0.8% | -$11.9K | 0.2% | 92 |
|
|
2024
Q4 | $1.58M | Buy |
4,355
+115
| +3% | +$41.7K | 0.22% | 93 |
|
|
2024
Q3 | $1.66M | Buy |
4,240
+191
| +5% | +$74.7K | 0.24% | 82 |
|
|
2024
Q2 | $1.35M | Buy |
4,049
+293
| +8% | +$97.6K | 0.21% | 78 |
|
|
2024
Q1 | $1.38M | Sell |
3,756
-61
| -2% | -$22.4K | 0.22% | 77 |
|
|
2023
Q4 | $1.13M | Sell |
3,817
-25,342
| -87% | -$7.49M | 0.23% | 74 |
|
|
2023
Q3 | $7.96M | Buy |
29,159
+104
| +0.4% | +$28.4K | 1.68% | 19 |
|
|
2023
Q2 | $7.15M | Buy |
29,055
+2,800
| +11% | +$689K | 1.6% | 20 |
|
|
2023
Q1 | $6.01M | Sell |
26,255
-674
| -3% | -$154K | 1.38% | 23 |
|
|
2022
Q4 | $6.45M | Sell |
26,929
-9,123
| -25% | -$2.19M | 1.68% | 18 |
|
|
2022
Q3 | $5.92M | Buy |
36,052
+1,248
| +4% | +$205K | 1.58% | 23 |
|
|
2022
Q2 | $6.22M | Buy |
34,804
+1,797
| +5% | +$321K | 1.68% | 22 |
|
|
2022
Q1 | $7.36M | Buy |
33,007
+2,698
| +9% | +$601K | 1.82% | 14 |
|
|
2021
Q4 | $6.27M | Buy |
30,309
+2,884
| +11% | +$596K | 1.56% | 23 |
|
|
2021
Q3 | $5.27M | Buy |
27,425
+2,885
| +12% | +$554K | 1.54% | 26 |
|
|
2021
Q2 | $5.34M | Buy |
24,540
+823
| +3% | +$179K | 1.76% | 16 |
|
|
2021
Q1 | $5.5M | Buy |
23,717
+1,350
| +6% | +$313K | 2.1% | 8 |
|
|
2020
Q4 | $4.07M | Buy |
+22,367
| New | +$4.07M | 1.75% | 21 |
|