Occidental Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Sell |
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|
2025
Q1 | $4.21M | Buy |
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|
2024
Q4 | $4.18M | Buy |
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|
2024
Q3 | $4.27M | Buy |
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|
2024
Q2 | $3.44M | Buy |
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|
2024
Q1 | $3.62M | Buy |
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|
2023
Q4 | $2.62M | Buy |
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|
2023
Q3 | $2.1M | Buy |
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|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $352K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Buy |
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