Obermeyer Wealth Partners’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 | $987K | Sell |
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|
2025
Q2 | $806K | Buy |
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|
2025
Q1 | $649K | Buy |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $243K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $263K | Hold |
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|
2018
Q2 | $234K | Buy |
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|
2018
Q1 | $252K | Sell |
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|
2017
Q4 | $285K | Hold |
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|
2017
Q3 | $225K | Sell |
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|
2017
Q2 | $237K | Hold |
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|
2017
Q1 | $205K | Sell |
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|
2016
Q4 | $219K | Sell |
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|
2016
Q3 | $257K | Hold |
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|
2016
Q2 | $219K | Sell |
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|
2016
Q1 | $229K | Sell |
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|
2015
Q4 | $217K | Sell |
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|
2015
Q3 | $277K | Sell |
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|
2015
Q2 | $441K | Sell |
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|
2015
Q1 | $5.32M | Sell |
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|
2014
Q4 | $10.5M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $47K | Buy |
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