Oxinas Partners Wealth 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 | $247K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $217K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $203K | Sell |
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $239K | Buy |
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|
2023
Q2 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $342K | Buy |
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|
2021
Q3 | $240K | Buy |
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