OAM
Occidental Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Sell |
12,592
-177
| -1% | -$68.7K | 0.67% | 41 |
|
|
2025
Q1 | $4.21M | Buy |
12,769
+1,234
| +11% | +$407K | 0.64% | 47 |
|
|
2024
Q4 | $4.18M | Buy |
11,535
+615
| +6% | +$223K | 0.65% | 41 |
|
|
2024
Q3 | $4.27M | Buy |
10,920
+589
| +6% | +$230K | 0.69% | 35 |
|
|
2024
Q2 | $3.44M | Buy |
10,331
+462
| +5% | +$154K | 0.6% | 45 |
|
|
2024
Q1 | $3.62M | Buy |
9,869
+995
| +11% | +$365K | 0.68% | 35 |
|
|
2023
Q4 | $2.62M | Buy |
8,874
+1,175
| +15% | +$347K | 0.54% | 49 |
|
|
2023
Q3 | $2.1M | Buy |
7,699
+2,065
| +37% | +$564K | 0.49% | 53 |
|
|
2023
Q2 | $1.39M | Buy |
5,634
+4,214
| +297% | +$1.04M | 0.31% | 91 |
|
|
2023
Q1 | $325K | Sell |
1,420
-50
| -3% | -$11.4K | 0.08% | 159 |
|
|
2022
Q4 | $352K | Buy |
+1,470
| New | +$352K | 0.1% | 151 |
|
|
2022
Q2 | – | Sell |
-934
| Closed | -$208K | – | 181 |
|
|
2022
Q1 | $208K | Buy |
+934
| New | +$208K | 0.05% | 182 |
|