OMC Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
655
| – | – | 0.1% | 63 |
|
|
2025
Q1 | $216K | Hold |
655
| – | – | 0.1% | 62 |
|
|
2024
Q4 | $238K | Hold |
655
| – | – | 0.1% | 62 |
|
|
2024
Q3 | $218K | Hold |
655
| – | – | 0.1% | 59 |
|
|
2024
Q2 | $218K | Hold |
655
| – | – | 0.1% | 59 |
|
|
2024
Q1 | $240K | Buy |
+655
| New | +$240K | 0.12% | 57 |
|