Oxinas Partners Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-555
| Closed | -$217K | – | 118 |
|
|
2024
Q3 | $217K | Buy |
+555
| New | +$217K | 0.13% | 109 |
|
|
2024
Q2 | – | Sell |
-554
| Closed | -$203K | – | 126 |
|
|
2024
Q1 | $203K | Sell |
554
-207
| -27% | -$75.9K | 0.13% | 119 |
|
|
2023
Q4 | $225K | Sell |
761
-114
| -13% | -$33.7K | 0.16% | 104 |
|
|
2023
Q3 | $239K | Buy |
875
+1
| +0.1% | +$273 | 0.18% | 95 |
|
|
2023
Q2 | $215K | Buy |
+874
| New | +$215K | 0.14% | 113 |
|
|
2022
Q2 | – | Sell |
-903
| Closed | -$201K | – | 102 |
|
|
2022
Q1 | $201K | Sell |
903
-753
| -45% | -$168K | 0.13% | 112 |
|
|
2021
Q4 | $342K | Buy |
1,656
+404
| +32% | +$83.4K | 0.2% | 103 |
|
|
2021
Q3 | $240K | Buy |
+1,252
| New | +$240K | 0.14% | 129 |
|