POIA
Pin Oak Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Sell |
332
-237
| -42% | -$77.8K | 0.09% | 136 |
|
|
2025
Q1 | $221K | Buy |
569
+337
| +145% | +$131K | 0.17% | 91 |
|
|
2024
Q4 | $91K | Hold |
232
| – | – | 0.08% | 148 |
|
|
2024
Q3 | $90K | Hold |
232
| – | – | 0.08% | 149 |
|
|
2024
Q2 | $77K | Hold |
232
| – | – | 0.07% | 146 |
|
|
2024
Q1 | $85K | Sell |
232
-309
| -57% | -$113K | 0.08% | 144 |
|
|
2023
Q4 | $160K | Buy |
541
+2
| +0.4% | +$591 | 0.16% | 97 |
|
|
2023
Q3 | $147K | Buy |
539
+1
| +0.2% | +$273 | 0.17% | 97 |
|
|
2023
Q2 | $132K | Buy |
538
+306
| +132% | +$75.1K | 0.15% | 106 |
|
|
2023
Q1 | $53K | Hold |
232
| – | – | 0.07% | 150 |
|
|
2022
Q4 | $56K | Hold |
232
| – | – | 0.07% | 136 |
|
|
2022
Q3 | $38K | Hold |
232
| – | – | 0.05% | 150 |
|
|
2022
Q2 | $41K | Hold |
232
| – | – | 0.05% | 154 |
|
|
2022
Q1 | $52K | Hold |
232
| – | – | 0.06% | 150 |
|
|
2021
Q4 | $48K | Hold |
232
| – | – | 0.05% | 166 |
|
|
2021
Q3 | $45K | Sell |
232
-100
| -30% | -$19.4K | 0.05% | 170 |
|
|
2021
Q2 | $72K | Hold |
332
| – | – | 0.07% | 145 |
|
|
2021
Q1 | $77K | Buy |
332
+100
| +43% | +$23.2K | 0.07% | 154 |
|
|
2020
Q4 | $42K | Hold |
232
| – | – | 0.03% | 197 |
|
|
2020
Q3 | $35K | Hold |
232
| – | – | 0.03% | 191 |
|
|
2020
Q2 | $29K | Hold |
232
| – | – | 0.03% | 198 |
|
|
2020
Q1 | $27K | Hold |
232
| – | – | 0.03% | 203 |
|
|
2019
Q4 | $34K | Hold |
232
| – | – | 0.03% | 204 |
|
|
2019
Q3 | $29K | Hold |
232
| – | – | 0.02% | 224 |
|
|
2019
Q2 | $32K | Hold |
232
| – | – | 0.02% | 226 |
|
|
2019
Q1 | $31K | Sell |
232
-116
| -33% | -$15.5K | 0.02% | 211 |
|
|
2018
Q4 | $44K | Sell |
348
-116
| -25% | -$14.7K | 0.04% | 180 |
|
|
2018
Q3 | $71K | Sell |
464
-40
| -8% | -$6.12K | 0.05% | 169 |
|
|
2018
Q2 | $68K | Hold |
504
| – | – | 0.05% | 174 |
|
|
2018
Q1 | $74K | Sell |
504
-30
| -6% | -$4.41K | 0.06% | 166 |
|
|
2017
Q4 | $84K | Buy |
+534
| New | +$84K | 0.06% | 158 |
|