OPTFSNA
Old Point Trust & Financial Services N A’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Buy |
1,317
+100
| +8% | +$38.8K | 0.18% | 86 |
|
|
2025
Q1 | $401K | Hold |
1,217
| – | – | 0.14% | 101 |
|
|
2024
Q4 | $441K | Hold |
1,217
| – | – | 0.15% | 92 |
|
|
2024
Q3 | $476K | Sell |
1,217
-53
| -4% | -$20.7K | 0.17% | 81 |
|
|
2024
Q2 | $423K | Hold |
1,270
| – | – | 0.16% | 83 |
|
|
2024
Q1 | $465K | Buy |
1,270
+53
| +4% | +$19.4K | 0.17% | 79 |
|
|
2023
Q4 | $360K | Hold |
1,217
| – | – | 0.15% | 77 |
|
|
2023
Q3 | $332K | Buy |
1,217
+44
| +4% | +$12K | 0.15% | 69 |
|
|
2023
Q2 | $289K | Hold |
1,173
| – | – | 0.12% | 72 |
|
|
2023
Q1 | $268K | Buy |
1,173
+53
| +5% | +$12.1K | 0.12% | 75 |
|
|
2022
Q4 | $268K | Buy |
+1,120
| New | +$268K | 0.12% | 74 |
|
|
2022
Q3 | – | Sell |
-1,420
| Closed | -$254K | – | 76 |
|
|
2022
Q2 | $254K | Hold |
1,420
| – | – | 0.12% | 70 |
|
|
2022
Q1 | $316K | Hold |
1,420
| – | – | 0.13% | 64 |
|
|
2021
Q4 | $294K | Hold |
1,420
| – | – | 0.12% | 69 |
|
|
2021
Q3 | $273K | Hold |
1,420
| – | – | 0.12% | 67 |
|
|
2021
Q2 | $309K | Buy |
1,420
+350
| +33% | +$76.2K | 0.14% | 64 |
|
|
2021
Q1 | $248K | Buy |
+1,070
| New | +$248K | 0.12% | 65 |
|
|
2018
Q1 | – | Sell |
-1,320
| Closed | -$208K | – | 73 |
|
|
2017
Q4 | $208K | Buy |
+1,320
| New | +$208K | 0.11% | 74 |
|
|
2016
Q4 | – | Sell |
-2,375
| Closed | -$211K | – | 74 |
|
|
2016
Q3 | $211K | Buy |
+2,375
| New | +$211K | 0.13% | 67 |
|