OneDigital Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Sell |
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|
2025
Q1 | $5.89M | Sell |
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|
2024
Q4 | $6.73M | Sell |
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|
2024
Q3 | $7.52M | Buy |
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|
2024
Q2 | $6.25M | Buy |
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|
2024
Q1 | $6.13M | Sell |
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|
2023
Q4 | $5.17M | Buy |
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|
2023
Q3 | $2.18M | Buy |
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|
2023
Q2 | $1.64M | Sell |
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|
2023
Q1 | $1.65M | Sell |
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|
2022
Q4 | $2.39M | Buy |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $1.95M | Buy |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.21M | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $943K | Sell |
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|
2020
Q1 | $872K | Buy |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $902K | Sell |
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|
2019
Q2 | $1.28M | Buy |
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|
2019
Q1 | $325K | Sell |
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|
2018
Q4 | $365K | Buy |
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|
2018
Q3 | $292K | Sell |
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|
2018
Q2 | $286K | Buy |
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|
2018
Q1 | $203K | Sell |
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|
2017
Q4 | $245K | Buy |
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|
2017
Q3 | $115K | Sell |
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|
2017
Q2 | $190K | Buy |
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