OIA
OneDigital Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Sell |
17,712
-159
| -0.9% | -$61.7K | 0.08% | 201 |
|
|
2025
Q1 | $5.89M | Sell |
17,871
-672
| -4% | -$222K | 0.07% | 208 |
|
|
2024
Q4 | $6.73M | Sell |
18,543
-672
| -3% | -$244K | 0.08% | 198 |
|
|
2024
Q3 | $7.52M | Buy |
19,215
+464
| +2% | +$181K | 0.09% | 183 |
|
|
2024
Q2 | $6.25M | Buy |
18,751
+2,034
| +12% | +$678K | 0.08% | 197 |
|
|
2024
Q1 | $6.13M | Sell |
16,717
-775
| -4% | -$284K | 0.1% | 174 |
|
|
2023
Q4 | $5.17M | Buy |
17,492
+9,492
| +119% | +$2.81M | 0.09% | 182 |
|
|
2023
Q3 | $2.18M | Buy |
8,000
+1,328
| +20% | +$363K | 0.05% | 269 |
|
|
2023
Q2 | $1.64M | Sell |
6,672
-523
| -7% | -$129K | 0.04% | 311 |
|
|
2023
Q1 | $1.65M | Sell |
7,195
-2,789
| -28% | -$638K | 0.04% | 306 |
|
|
2022
Q4 | $2.39M | Buy |
9,984
+869
| +10% | +$208K | 0.07% | 229 |
|
|
2022
Q3 | $1.5M | Buy |
9,115
+229
| +3% | +$37.6K | 0.06% | 229 |
|
|
2022
Q2 | $1.59M | Buy |
8,886
+124
| +1% | +$22.2K | 0.07% | 194 |
|
|
2022
Q1 | $1.95M | Buy |
8,762
+387
| +5% | +$86.2K | 0.07% | 164 |
|
|
2021
Q4 | $1.73M | Buy |
8,375
+1,179
| +16% | +$244K | 0.06% | 181 |
|
|
2021
Q3 | $1.38M | Buy |
7,196
+1,293
| +22% | +$248K | 0.05% | 211 |
|
|
2021
Q2 | $1.29M | Buy |
5,903
+627
| +12% | +$136K | 0.05% | 215 |
|
|
2021
Q1 | $1.22M | Sell |
5,276
-1,384
| -21% | -$321K | 0.06% | 214 |
|
|
2020
Q4 | $1.21M | Sell |
6,660
-164
| -2% | -$29.8K | 0.06% | 203 |
|
|
2020
Q3 | $1.02M | Sell |
6,824
-631
| -8% | -$94.1K | 0.07% | 196 |
|
|
2020
Q2 | $943K | Sell |
7,455
-62
| -0.8% | -$7.84K | 0.07% | 209 |
|
|
2020
Q1 | $872K | Buy |
7,517
+338
| +5% | +$39.2K | 0.08% | 206 |
|
|
2019
Q4 | $1.06M | Buy |
7,179
+36
| +0.5% | +$5.32K | 0.08% | 183 |
|
|
2019
Q3 | $902K | Sell |
7,143
-2,229
| -24% | -$281K | 0.08% | 179 |
|
|
2019
Q2 | $1.28M | Buy |
9,372
+6,973
| +291% | +$951K | 0.1% | 121 |
|
|
2019
Q1 | $325K | Sell |
2,399
-470
| -16% | -$63.7K | 0.05% | 218 |
|
|
2018
Q4 | $365K | Buy |
2,869
+957
| +50% | +$122K | 0.06% | 195 |
|
|
2018
Q3 | $292K | Sell |
1,912
-192
| -9% | -$29.3K | 0.07% | 138 |
|
|
2018
Q2 | $286K | Buy |
2,104
+729
| +53% | +$99.1K | 0.06% | 172 |
|
|
2018
Q1 | $203K | Sell |
1,375
-183
| -12% | -$27K | 0.04% | 224 |
|
|
2017
Q4 | $245K | Buy |
1,558
+635
| +69% | +$99.9K | 0.03% | 201 |
|
|
2017
Q3 | $115K | Sell |
923
-850
| -48% | -$106K | 0.04% | 209 |
|
|
2017
Q2 | $190K | Buy |
+1,773
| New | +$190K | 0.06% | 207 |
|