Pin Oak Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Sell |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | $91K | Hold |
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|
2024
Q3 | $90K | Hold |
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|
2024
Q2 | $77K | Hold |
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|
2024
Q1 | $85K | Sell |
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|
2023
Q4 | $160K | Buy |
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|
2023
Q3 | $147K | Buy |
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|
2023
Q2 | $132K | Buy |
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|
2023
Q1 | $53K | Hold |
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|
2022
Q4 | $56K | Hold |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $41K | Hold |
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|
2022
Q1 | $52K | Hold |
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|
2021
Q4 | $48K | Hold |
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|
2021
Q3 | $45K | Sell |
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|
2021
Q2 | $72K | Hold |
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|
2021
Q1 | $77K | Buy |
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|
2020
Q4 | $42K | Hold |
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|
2020
Q3 | $35K | Hold |
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|
2020
Q2 | $29K | Hold |
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|
2020
Q1 | $27K | Hold |
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|
2019
Q4 | $34K | Hold |
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|
2019
Q3 | $29K | Hold |
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|
2019
Q2 | $32K | Hold |
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|
2019
Q1 | $31K | Sell |
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|
2018
Q4 | $44K | Sell |
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|
2018
Q3 | $71K | Sell |
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|
2018
Q2 | $68K | Hold |
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|
2018
Q1 | $74K | Sell |
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|
2017
Q4 | $84K | Buy |
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