OWM
Opes Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
4,952
-5
| -0.1% | -$1.94K | 0.34% | 52 |
|
|
2025
Q1 | $1.63M | Buy |
4,957
+1
| +0% | +$330 | 0.33% | 54 |
|
|
2024
Q4 | $1.8M | Sell |
4,956
-25
| -0.5% | -$9.07K | 0.37% | 52 |
|
|
2024
Q3 | $1.95M | Buy |
4,981
+3
| +0.1% | +$1.17K | 0.37% | 47 |
|
|
2024
Q2 | $1.66M | Buy |
4,978
+2
| +0% | +$666 | 0.35% | 49 |
|
|
2024
Q1 | $1.82M | Buy |
4,976
+325
| +7% | +$119K | 0.42% | 47 |
|
|
2023
Q4 | $1.38M | Buy |
4,651
+10
| +0.2% | +$2.96K | 0.33% | 50 |
|
|
2023
Q3 | $1.27M | Buy |
4,641
+15
| +0.3% | +$4.1K | 0.35% | 51 |
|
|
2023
Q2 | $1.14M | Buy |
4,626
+2,166
| +88% | +$533K | 0.32% | 52 |
|
|
2023
Q1 | $563K | Hold |
2,460
| – | – | 0.18% | 64 |
|
|
2022
Q4 | $589K | Sell |
2,460
-206
| -8% | -$49.3K | 0.21% | 60 |
|
|
2022
Q3 | $437K | Hold |
2,666
| – | – | 0.17% | 59 |
|
|
2022
Q2 | $477K | Hold |
2,666
| – | – | 0.19% | 55 |
|
|
2022
Q1 | $594K | Hold |
2,666
| – | – | 0.19% | 61 |
|
|
2021
Q4 | $551K | Hold |
2,666
| – | – | 0.17% | 62 |
|
|
2021
Q3 | $512K | Hold |
2,666
| – | – | 0.18% | 61 |
|
|
2021
Q2 | $580K | Hold |
2,666
| – | – | 0.21% | 49 |
|
|
2021
Q1 | $618K | Hold |
2,666
| – | – | 0.24% | 47 |
|
|
2020
Q4 | $485K | Hold |
2,666
| – | – | 0.23% | 50 |
|
|
2020
Q3 | $398K | Hold |
2,666
| – | – | 0.19% | 48 |
|
|
2020
Q2 | $337K | Hold |
2,666
| – | – | 0.17% | 53 |
|
|
2020
Q1 | $309K | Buy |
+2,666
| New | +$309K | 0.23% | 39 |
|