Silver Oak Securities’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.67M | Sell |
22,341
-1,207
| -5% | -$469K | 0.7% | 29 |
|
|
2025
Q1 | $7.76M | Sell |
23,548
-856
| -4% | -$282K | 0.71% | 29 |
|
|
2024
Q4 | $8.86M | Buy |
24,404
+1,880
| +8% | +$682K | 0.82% | 27 |
|
|
2024
Q3 | $8.81M | Buy |
22,524
+2,051
| +10% | +$802K | 0.93% | 23 |
|
|
2024
Q2 | $6.82M | Buy |
20,473
+159
| +0.8% | +$53K | 1.02% | 26 |
|
|
2024
Q1 | $7.44M | Sell |
20,314
-3,871
| -16% | -$1.42M | 1.14% | 21 |
|
|
2023
Q4 | $7.15M | Buy |
24,185
+1,419
| +6% | +$420K | 0.96% | 21 |
|
|
2023
Q3 | $6.22M | Sell |
22,766
-3,734
| -14% | -$1.02M | 1.35% | 13 |
|
|
2023
Q2 | $6.52M | Buy |
26,500
+325
| +1% | +$80K | 1.05% | 18 |
|
|
2023
Q1 | $5.99M | Sell |
26,175
-738
| -3% | -$169K | 0.98% | 22 |
|
|
2022
Q4 | $6.45M | Buy |
26,913
+4,147
| +18% | +$993K | 1.21% | 19 |
|
|
2022
Q3 | $6.22M | Sell |
22,766
-3,941
| -15% | -$1.08M | 1.35% | 13 |
|
|
2022
Q2 | $4.77M | Sell |
26,707
-374
| -1% | -$66.8K | 1.07% | 17 |
|
|
2022
Q1 | $5.88M | Buy |
+27,081
| New | +$5.88M | 1.19% | 13 |
|