OFS
Orrstown Financial Services’s Caterpillar CAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $625K | Sell |
1,611
-785
| -33% | -$305K | 0.13% | 82 |
|
2025
Q1 | $790K | Sell |
2,396
-121
| -5% | -$39.9K | 0.19% | 64 |
|
2024
Q4 | $913K | Sell |
2,517
-331
| -12% | -$120K | 0.25% | 60 |
|
2024
Q3 | $1.11M | Buy |
2,848
+1,338
| +89% | +$523K | 0.33% | 57 |
|
2024
Q2 | $503K | Buy |
1,510
+150
| +11% | +$50K | 0.27% | 55 |
|
2024
Q1 | $498K | Buy |
+1,360
| New | +$498K | 0.28% | 52 |
|
2019
Q4 | – | Sell |
-126
| Closed | -$15K | – | 106 |
|
2019
Q3 | $15K | Hold |
126
| – | – | 0.02% | 172 |
|
2019
Q2 | $17K | Buy |
+126
| New | +$17K | 0.02% | 163 |
|
2018
Q3 | – | Sell |
-404
| Closed | -$55K | – | 234 |
|
2018
Q2 | $55K | Hold |
404
| – | – | 0.07% | 137 |
|
2018
Q1 | $60K | Hold |
404
| – | – | 0.07% | 135 |
|
2017
Q4 | $64K | Hold |
404
| – | – | 0.07% | 133 |
|
2017
Q3 | $50K | Hold |
404
| – | – | 0.06% | 144 |
|
2017
Q2 | $43K | Sell |
404
-250
| -38% | -$26.6K | 0.05% | 149 |
|
2017
Q1 | $61K | Hold |
654
| – | – | 0.06% | 140 |
|
2016
Q4 | $62K | Hold |
654
| – | – | 0.06% | 127 |
|
2016
Q3 | $58K | Hold |
654
| – | – | 0.06% | 126 |
|
2016
Q2 | $50K | Hold |
654
| – | – | 0.05% | 114 |
|
2016
Q1 | $50K | Hold |
654
| – | – | 0.05% | 108 |
|
2015
Q4 | $44K | Buy |
654
+78
| +14% | +$5.25K | 0.05% | 114 |
|
2015
Q3 | $38K | Hold |
576
| – | – | 0.04% | 120 |
|
2015
Q2 | $49K | Hold |
576
| – | – | 0.05% | 124 |
|
2015
Q1 | $46K | Hold |
576
| – | – | 0.05% | 124 |
|
2014
Q4 | $53K | Sell |
576
-424
| -42% | -$39K | 0.06% | 120 |
|
2014
Q3 | $99K | Hold |
1,000
| – | – | 0.11% | 98 |
|
2014
Q2 | $109K | Sell |
1,000
-403
| -29% | -$43.9K | 0.12% | 84 |
|
2014
Q1 | $139K | Sell |
1,403
-119
| -8% | -$11.8K | 0.15% | 83 |
|
2013
Q4 | $138K | Sell |
1,522
-385
| -20% | -$34.9K | 0.14% | 86 |
|
2013
Q3 | $159K | Sell |
1,907
-582
| -23% | -$48.5K | 0.18% | 82 |
|
2013
Q2 | $205K | Buy |
+2,489
| New | +$205K | 0.3% | 67 |
|