Obermeyer Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Buy |
2,076
+107
| +5% | +$41.5K | 0.04% | 121 |
|
|
2025
Q1 | $649K | Buy |
1,969
+1,304
| +196% | +$430K | 0.03% | 129 |
|
|
2024
Q4 | $241K | Sell |
665
-4,156
| -86% | -$1.51M | 0.01% | 227 |
|
|
2024
Q3 | $1.89M | Buy |
4,821
+74
| +2% | +$28.9K | 0.1% | 77 |
|
|
2024
Q2 | $1.58M | Buy |
4,747
+4,085
| +617% | +$1.36M | 0.09% | 81 |
|
|
2024
Q1 | $243K | Buy |
+662
| New | +$243K | 0.01% | 216 |
|
|
2018
Q4 | – | Sell |
-1,727
| Closed | -$263K | – | 111 |
|
|
2018
Q3 | $263K | Hold |
1,727
| – | – | 0.02% | 105 |
|
|
2018
Q2 | $234K | Buy |
1,727
+20
| +1% | +$2.71K | 0.02% | 105 |
|
|
2018
Q1 | $252K | Sell |
1,707
-100
| -6% | -$14.8K | 0.02% | 100 |
|
|
2017
Q4 | $285K | Hold |
1,807
| – | – | 0.02% | 100 |
|
|
2017
Q3 | $225K | Sell |
1,807
-400
| -18% | -$49.8K | 0.02% | 109 |
|
|
2017
Q2 | $237K | Hold |
2,207
| – | – | 0.02% | 112 |
|
|
2017
Q1 | $205K | Sell |
2,207
-150
| -6% | -$13.9K | 0.02% | 124 |
|
|
2016
Q4 | $219K | Sell |
2,357
-538
| -19% | -$50K | 0.02% | 123 |
|
|
2016
Q3 | $257K | Hold |
2,895
| – | – | 0.02% | 110 |
|
|
2016
Q2 | $219K | Sell |
2,895
-100
| -3% | -$7.57K | 0.02% | 120 |
|
|
2016
Q1 | $229K | Sell |
2,995
-200
| -6% | -$15.3K | 0.02% | 110 |
|
|
2015
Q4 | $217K | Sell |
3,195
-1,050
| -25% | -$71.3K | 0.02% | 112 |
|
|
2015
Q3 | $277K | Sell |
4,245
-960
| -18% | -$62.6K | 0.03% | 101 |
|
|
2015
Q2 | $441K | Sell |
5,205
-61,326
| -92% | -$5.2M | 0.04% | 86 |
|
|
2015
Q1 | $5.32M | Sell |
66,531
-48,496
| -42% | -$3.88M | 0.44% | 54 |
|
|
2014
Q4 | $10.5M | Buy |
+115,027
| New | +$10.5M | 0.95% | 43 |
|
|
2013
Q3 | – | Sell |
-575
| Closed | -$47K | – | 87 |
|
|
2013
Q2 | $47K | Buy |
+575
| New | +$47K | 0.01% | 131 |
|