Orion Capital Management’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 | $336K | Hold |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $270K | Hold |
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|
2024
Q4 | $297K | Hold |
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|
2024
Q3 | $321K | Hold |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $272K | Buy |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $215K | Buy |
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|
2023
Q1 | $199K | Hold |
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|
2022
Q4 | $208K | Hold |
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|
2022
Q3 | $143K | Hold |
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|
2022
Q2 | $155K | Buy |
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|
2022
Q1 | $82K | Buy |
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|
2021
Q4 | $62K | Hold |
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|
2021
Q3 | $58K | Hold |
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|
2021
Q2 | $65K | Hold |
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|
2021
Q1 | $70K | Hold |
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|
2020
Q4 | $55K | Buy |
|