Oliver Luxxe Assets’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $709K | Buy |
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|
2025
Q2 | $497K | Sell |
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|
2025
Q1 | $432K | Sell |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $547K | Sell |
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|
2024
Q2 | $3.37M | Sell |
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|
2024
Q1 | $3.73M | Sell |
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|
2023
Q4 | $3.03M | Buy |
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|
2023
Q3 | $2.75M | Buy |
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|
2023
Q2 | $308K | Hold |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $299K | Hold |
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|
2022
Q3 | $205K | Sell |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $258K | Hold |
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|
2021
Q3 | $240K | Sell |
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|
2021
Q2 | $2.79M | Sell |
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|
2021
Q1 | $3.04M | Buy |
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|
2020
Q4 | $2.52M | Buy |
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|
2020
Q3 | $1.92M | Buy |
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