OFA
Onyx Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
1,055
+4
| +0.4% | +$1.55K | 0.19% | 15 |
|
|
2025
Q1 | $347K | Buy |
1,051
+4
| +0.4% | +$1.32K | 0.18% | 14 |
|
|
2024
Q4 | $380K | Buy |
1,047
+4
| +0.4% | +$1.45K | 0.21% | 14 |
|
|
2024
Q3 | $408K | Buy |
1,043
+4
| +0.4% | +$1.56K | 0.22% | 13 |
|
|
2024
Q2 | $346K | Buy |
1,039
+4
| +0.4% | +$1.33K | 0.21% | 13 |
|
|
2024
Q1 | $379K | Buy |
1,035
+4
| +0.4% | +$1.47K | 0.23% | 13 |
|
|
2023
Q4 | $305K | Buy |
+1,031
| New | +$305K | 0.22% | 13 |
|