OC
Oarsman Capital’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
7,609
+28
| +0.4% | +$10.9K | 0.46% | 38 |
|
|
2025
Q1 | $2.5M | Buy |
7,581
+168
| +2% | +$55.4K | 0.45% | 44 |
|
|
2024
Q4 | $2.69M | Buy |
7,413
+291
| +4% | +$106K | 0.47% | 38 |
|
|
2024
Q3 | $2.79M | Buy |
7,122
+293
| +4% | +$115K | 0.51% | 36 |
|
|
2024
Q2 | $2.27M | Buy |
6,829
+304
| +5% | +$101K | 0.5% | 41 |
|
|
2024
Q1 | $2.39M | Sell |
6,525
-1,240
| -16% | -$454K | 0.57% | 37 |
|
|
2023
Q4 | $2.3M | Buy |
7,765
+237
| +3% | +$70.1K | 0.61% | 40 |
|
|
2023
Q3 | $2.06M | Buy |
7,528
+638
| +9% | +$174K | 0.86% | 27 |
|
|
2023
Q2 | $1.7M | Sell |
6,890
-204
| -3% | -$50.2K | 0.74% | 36 |
|
|
2023
Q1 | $1.62M | Sell |
7,094
-12
| -0.2% | -$2.75K | 0.76% | 35 |
|
|
2022
Q4 | $1.7M | Sell |
7,106
-40
| -0.6% | -$9.58K | 0.87% | 32 |
|
|
2022
Q3 | $1.17M | Buy |
7,146
+161
| +2% | +$26.4K | 0.63% | 45 |
|
|
2022
Q2 | $1.25M | Sell |
6,985
-1,223
| -15% | -$219K | 0.62% | 46 |
|
|
2022
Q1 | $1.83M | Buy |
8,208
+1,364
| +20% | +$304K | 0.71% | 42 |
|
|
2021
Q4 | $1.42M | Sell |
6,844
-1,000
| -13% | -$207K | 0.56% | 57 |
|
|
2021
Q3 | $1.51M | Buy |
7,844
+55
| +0.7% | +$10.6K | 0.61% | 52 |
|
|
2021
Q2 | $1.7M | Sell |
7,789
-930
| -11% | -$202K | 0.67% | 46 |
|
|
2021
Q1 | $2.02M | Sell |
8,719
-3,068
| -26% | -$711K | 0.87% | 28 |
|
|
2020
Q4 | $2.15M | Sell |
11,787
-4,035
| -26% | -$735K | 0.83% | 35 |
|
|
2020
Q3 | $2.36M | Buy |
15,822
+6,751
| +74% | +$1.01M | 1.06% | 24 |
|
|
2020
Q2 | $1.15M | Buy |
9,071
+2,147
| +31% | +$272K | 0.57% | 53 |
|
|
2020
Q1 | $803K | Buy |
6,924
+3,124
| +82% | +$362K | 0.74% | 45 |
|
|
2019
Q4 | $561K | Buy |
3,800
+295
| +8% | +$43.6K | 0.26% | 94 |
|
|
2019
Q3 | $443K | Sell |
3,505
-250
| -7% | -$31.6K | 0.21% | 110 |
|
|
2019
Q2 | $512K | Hold |
3,755
| – | – | 0.23% | 102 |
|
|
2019
Q1 | $509K | Buy |
3,755
+50
| +1% | +$6.78K | 0.24% | 104 |
|
|
2018
Q4 | $471K | Sell |
3,705
-70
| -2% | -$8.9K | 0.24% | 103 |
|
|
2018
Q3 | $576K | Sell |
3,775
-325
| -8% | -$49.6K | 0.23% | 100 |
|
|
2018
Q2 | $556K | Hold |
4,100
| – | – | 0.25% | 102 |
|
|
2018
Q1 | $604K | Sell |
4,100
-255
| -6% | -$37.6K | 0.27% | 101 |
|
|
2017
Q4 | $686K | Buy |
4,355
+100
| +2% | +$15.8K | 0.3% | 94 |
|
|
2017
Q3 | $531K | Buy |
4,255
+350
| +9% | +$43.7K | 0.22% | 103 |
|
|
2017
Q2 | $420K | Sell |
3,905
-450
| -10% | -$48.4K | 0.19% | 130 |
|
|
2017
Q1 | $404K | Buy |
4,355
+1,245
| +40% | +$115K | 0.19% | 131 |
|
|
2016
Q4 | $288K | Sell |
3,110
-1,780
| -36% | -$165K | 0.19% | 131 |
|
|
2016
Q3 | $434K | Sell |
4,890
-45
| -0.9% | -$3.99K | 0.22% | 114 |
|
|
2016
Q2 | $374K | Sell |
4,935
-400
| -7% | -$30.3K | 0.19% | 132 |
|
|
2016
Q1 | $408K | Sell |
5,335
-200
| -4% | -$15.3K | 0.22% | 120 |
|
|
2015
Q4 | $376K | Sell |
5,535
-980
| -15% | -$66.6K | 0.21% | 129 |
|
|
2015
Q3 | $426K | Buy |
6,515
+265
| +4% | +$17.3K | 0.25% | 113 |
|
|
2015
Q2 | $530K | Sell |
6,250
-50
| -0.8% | -$4.24K | 0.36% | 91 |
|
|
2015
Q1 | $504K | Buy |
6,300
+485
| +8% | +$38.8K | 0.35% | 96 |
|
|
2014
Q4 | $532K | Sell |
5,815
-700
| -11% | -$64K | 0.38% | 90 |
|
|
2014
Q3 | $645K | Buy |
6,515
+480
| +8% | +$47.5K | 0.48% | 79 |
|
|
2014
Q2 | $656K | Hold |
6,035
| – | – | 0.48% | 79 |
|
|
2014
Q1 | $600K | Sell |
6,035
-50
| -0.8% | -$4.97K | 0.46% | 81 |
|
|
2013
Q4 | $553K | Sell |
6,085
-100
| -2% | -$9.09K | 0.44% | 86 |
|
|
2013
Q3 | $516K | Sell |
6,185
-2,292
| -27% | -$191K | 0.45% | 90 |
|
|
2013
Q2 | $699K | Buy |
+8,477
| New | +$699K | 0.66% | 53 |
|