Oak Hill Wealth Advisors’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 | $1.06M | Hold |
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|
2025
Q2 | $875K | Buy |
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|
2025
Q1 | $649K | Buy |
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|
2024
Q4 | $696K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $561K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $572K | Hold |
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|
2023
Q3 | $528K | Buy |
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|
2023
Q2 | $467K | Hold |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $503K | Buy |
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