Orion Portfolio Solutions’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.93M | Buy |
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|
2024
Q4 | $9.64M | Sell |
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|
2024
Q3 | $10.6M | Buy |
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|
2024
Q2 | $8.73M | Buy |
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|
2024
Q1 | $8.6M | Buy |
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|
2023
Q4 | $6.64M | Buy |
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|
2023
Q3 | $6.05M | Buy |
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|
2023
Q2 | $5.39M | Buy |
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|
2023
Q1 | $4.7M | Buy |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $717K | Buy |
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|
2022
Q2 | $748K | Buy |
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|
2022
Q1 | $924K | Sell |
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|
2021
Q4 | $918K | Buy |
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|
2021
Q3 | $819K | Sell |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $797K | Buy |
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|
2020
Q4 | $616K | Sell |
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|
2020
Q3 | $530K | Buy |
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|
2020
Q2 | $401K | Buy |
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|
2020
Q1 | $355K | Buy |
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|
2019
Q4 | $443K | Buy |
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