OCM
Objective Capital Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
+591
| New | +$229K | 0.26% | 76 |
|
|
2025
Q1 | – | Sell |
-1,501
| Closed | -$545K | – | 87 |
|
|
2024
Q4 | $545K | Sell |
1,501
-331
| -18% | -$120K | 0.36% | 58 |
|
|
2024
Q3 | $717K | Buy |
+1,832
| New | +$717K | 0.42% | 55 |
|
|
2024
Q1 | $599K | Buy |
1,634
+175
| +12% | +$64.1K | 0.4% | 58 |
|
|
2023
Q4 | $431K | Buy |
1,459
+252
| +21% | +$74.5K | 0.33% | 67 |
|
|
2023
Q3 | $330K | Hold |
1,207
| – | – | 0.29% | 71 |
|
|
2023
Q2 | $297K | Buy |
1,207
+9
| +0.8% | +$2.21K | 0.26% | 74 |
|
|
2023
Q1 | $274K | Sell |
1,198
-4
| -0.3% | -$915 | 0.25% | 77 |
|
|
2022
Q4 | $288K | Buy |
+1,202
| New | +$288K | 0.29% | 72 |
|
|
2022
Q2 | – | Sell |
-1,043
| Closed | -$232K | – | 95 |
|
|
2022
Q1 | $232K | Sell |
1,043
-13
| -1% | -$2.89K | 0.18% | 99 |
|
|
2021
Q4 | $218K | Buy |
+1,056
| New | +$218K | 0.15% | 110 |
|