OLVIG
Oliver Lagore Vanvalin Investment Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.6K | Buy |
+211
| New | +$69.6K | 0.03% | 213 |
|
|
2024
Q4 | $76.8K | Sell |
212
-3
| -1% | -$1.09K | 0.02% | 210 |
|
|
2024
Q3 | $84.2K | Sell |
215
-119
| -36% | -$46.6K | 0.02% | 191 |
|
|
2024
Q2 | $111K | Sell |
334
-5
| -1% | -$1.67K | 0.03% | 160 |
|
|
2024
Q1 | $124K | Buy |
339
+158
| +87% | +$57.8K | 0.04% | 158 |
|
|
2023
Q4 | $53.6K | Sell |
181
-25
| -12% | -$7.4K | 0.02% | 208 |
|
|
2023
Q3 | $56.2K | Hold |
206
| – | – | 0.02% | 228 |
|
|
2023
Q2 | $50.6K | Buy |
206
+1
| +0.5% | +$246 | 0.02% | 250 |
|
|
2023
Q1 | $47K | Hold |
205
| – | – | 0.02% | 194 |
|
|
2022
Q4 | $49.1K | Buy |
205
+124
| +153% | +$29.7K | 0.03% | 181 |
|
|
2022
Q3 | $13K | Hold |
81
| – | – | 0.01% | 297 |
|
|
2022
Q2 | $14K | Buy |
81
+4
| +5% | +$691 | 0.01% | 300 |
|
|
2022
Q1 | $18K | Buy |
+77
| New | +$18K | 0.01% | 262 |
|