OHWA
Oak Hill Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Buy |
2,219
+250
| +13% | +$98.6K | 0.18% | 66 |
|
|
2025
Q1 | $649K | Buy |
1,969
+50
| +3% | +$16.5K | 0.15% | 70 |
|
|
2024
Q4 | $696K | Buy |
+1,919
| New | +$696K | 0.17% | 62 |
|
|
2024
Q3 | – | Sell |
-1,684
| Closed | -$561K | – | 28 |
|
|
2024
Q2 | $561K | Buy |
+1,684
| New | +$561K | 0.17% | 58 |
|
|
2024
Q1 | – | Sell |
-1,934
| Closed | -$572K | – | 22 |
|
|
2023
Q4 | $572K | Hold |
1,934
| – | – | 0.2% | 56 |
|
|
2023
Q3 | $528K | Buy |
1,934
+36
| +2% | +$9.83K | 0.2% | 56 |
|
|
2023
Q2 | $467K | Hold |
1,898
| – | – | 0.17% | 62 |
|
|
2023
Q1 | $434K | Sell |
1,898
-200
| -10% | -$45.8K | 0.17% | 70 |
|
|
2022
Q4 | $503K | Buy |
+2,098
| New | +$503K | 0.21% | 64 |
|