Oxford Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
706
-208
| -23% | -$80.8K | 0.02% | 182 |
|
|
2025
Q1 | $301K | Sell |
914
-136
| -13% | -$44.8K | 0.02% | 173 |
|
|
2024
Q4 | $381K | Sell |
1,050
-618
| -37% | -$224K | 0.02% | 178 |
|
|
2024
Q3 | $652K | Sell |
1,668
-730
| -30% | -$285K | 0.04% | 113 |
|
|
2024
Q2 | $799K | Buy |
2,398
+741
| +45% | +$247K | 0.05% | 103 |
|
|
2024
Q1 | $607K | Buy |
1,657
+597
| +56% | +$219K | 0.04% | 114 |
|
|
2023
Q4 | $313K | Buy |
1,060
+121
| +13% | +$35.8K | 0.02% | 178 |
|
|
2023
Q3 | $256K | Sell |
939
-532
| -36% | -$145K | 0.02% | 184 |
|
|
2023
Q2 | $362K | Buy |
1,471
+328
| +29% | +$80.7K | 0.03% | 157 |
|
|
2023
Q1 | $261K | Buy |
+1,143
| New | +$261K | 0.03% | 165 |
|
|
2021
Q2 | – | Sell |
-864
| Closed | -$200K | – | 223 |
|
|
2021
Q1 | $200K | Buy |
+864
| New | +$200K | 0.03% | 170 |
|