ORAM
One River Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-226
| Closed | -$75.6K | – | 24 |
|
|
2025
Q1 | $75.6K | Sell |
226
-18,542
| -99% | -$6.2M | 0.01% | 16 |
|
|
2024
Q4 | $6.81M | Buy |
+18,768
| New | +$6.81M | 0.57% | 3 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 67 |
|
|
2024
Q1 | – | Sell |
-914
| Closed | -$270K | – | 49 |
|
|
2023
Q4 | $270K | Sell |
914
-961
| -51% | -$284K | 0.01% | 31 |
|
|
2023
Q3 | $517K | Sell |
1,875
-988
| -35% | -$273K | 0.02% | 56 |
|
|
2023
Q2 | $701K | Buy |
2,863
+1,296
| +83% | +$317K | 0.08% | 21 |
|
|
2023
Q1 | $353K | Buy |
1,567
+656
| +72% | +$148K | 0.02% | 51 |
|
|
2022
Q4 | $219K | Buy |
+911
| New | +$219K | 0.01% | 73 |
|