Optas LLC’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 | $658K | Buy |
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|
2025
Q2 | $456K | Buy |
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|
2025
Q1 | $357K | Sell |
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|
2024
Q4 | $498K | Buy |
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|
2024
Q3 | $506K | Buy |
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|
2024
Q2 | $333K | Buy |
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|
2024
Q1 | $343K | Sell |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | $254K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $697K | Sell |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $784K | Buy |
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|
2020
Q1 | $320K | Buy |
|