OPPS
Obsidian Personal Planning Solutions’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Buy |
1,726
+112
| +7% | +$43.5K | 0.27% | 39 |
|
|
2025
Q1 | $499K | Sell |
1,614
-6
| -0.4% | -$1.86K | 0.22% | 44 |
|
|
2024
Q4 | $602K | Buy |
1,620
+72
| +5% | +$26.7K | 0.29% | 36 |
|
|
2024
Q3 | $582K | Sell |
1,548
-172
| -10% | -$64.7K | 0.3% | 31 |
|
|
2024
Q2 | $573K | Hold |
1,720
| – | – | 0.35% | 31 |
|
|
2024
Q1 | $575K | Sell |
1,720
-190
| -10% | -$63.6K | 0.38% | 31 |
|
|
2023
Q4 | $565K | Hold |
1,910
| – | – | 0.43% | 30 |
|
|
2023
Q3 | $521K | Hold |
1,910
| – | – | 0.45% | 28 |
|
|
2023
Q2 | $470K | Buy |
+1,910
| New | +$470K | 0.58% | 31 |
|