OneAscent Financial Services’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 | $4.82M | Sell |
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|
2025
Q2 | $5.37M | Sell |
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|
2025
Q1 | $8.49M | Buy |
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|
2024
Q4 | $4.34M | Buy |
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|
2024
Q3 | $4.37M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.13M | Buy |
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|
2023
Q4 | $3M | Buy |
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|
2023
Q3 | $210K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $332K | Sell |
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|
2019
Q4 | $485K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $478K | Buy |
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