Ogorek Anthony Joseph’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.55M | Sell |
10,660
-2,175
| -17% | -$1.51M | 2.07% | 17 |
|
|
2025
Q4 | $7.35M | Sell |
12,835
-299
| -2% | -$166K | 2.02% | 17 |
|
|
2025
Q3 | $6.27M | Buy |
13,134
+333
| +3% | +$142K | 1.79% | 19 |
|
|
2025
Q2 | $4.97M | Buy |
12,801
+23
| +0.2% | +$7.67K | 1.54% | 19 |
|
|
2025
Q1 | $4.21M | Buy |
12,778
+216
| +2% | +$76.9K | 1.39% | 19 |
|
|
2024
Q4 | $4.56M | Buy |
12,562
+21
| +0.2% | +$8.14K | 1.45% | 19 |
|
|
2024
Q3 | $4.91M | Buy |
12,541
+81
| +0.7% | +$28K | 1.68% | 18 |
|
|
2024
Q2 | $4.15M | Buy |
12,460
+22
| +0.2% | +$7.63K | 1.44% | 21 |
|
|
2024
Q1 | $4.56M | Sell |
12,438
-122
| -1% | -$39K | 1.58% | 17 |
|
|
2023
Q4 | $3.71M | Sell |
12,560
-18
| -0.1% | -$4.67K | 1.35% | 22 |
|
|
2023
Q3 | $3.43M | Sell |
12,578
-45
| -0.4% | -$12.2K | 1.35% | 26 |
|
|
2023
Q2 | $3.1M | Sell |
12,623
-1,047
| -8% | -$233K | 1.19% | 26 |
|
|
2023
Q1 | $3.13M | Sell |
13,670
-1,214
| -8% | -$293K | 1.28% | 24 |
|
|
2022
Q4 | $3.56M | Sell |
14,884
-77
| -0.5% | -$16.8K | 1.55% | 21 |
|
|
2022
Q3 | $2.45M | Buy |
14,961
+88
| +0.6% | +$16.1K | 1.17% | 24 |
|
|
2022
Q2 | $2.66M | Buy |
14,873
+338
| +2% | +$71.2K | 1.22% | 23 |
|
|
2022
Q1 | $3.24M | Buy |
14,535
+1,286
| +10% | +$270K | 1.33% | 19 |
|
|
2021
Q4 | $2.74M | Buy |
13,249
+8
| +0.1% | +$1.61K | 1.17% | 19 |
|
|
2021
Q3 | $2.54M | Buy |
13,241
+171
| +1% | +$35.6K | 1.16% | 18 |
|
|
2021
Q2 | $2.84M | Buy |
13,070
+313
| +2% | +$72.3K | 1.27% | 16 |
|
|
2021
Q1 | $2.96M | Buy |
12,757
+918
| +8% | +$190K | 1.46% | 13 |
|
|
2020
Q4 | $2.15M | Buy |
11,839
+367
| +3% | +$62.2K | 1.15% | 14 |
|
|
2020
Q3 | $1.71M | Buy |
+11,472
| New | +$1.61M | 1.01% | 17 |
|
Other funds holding CAT
VCM
VPM
