Silver Oak Securities’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 | $9.85M | Sell |
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|
2025
Q2 | $8.67M | Sell |
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|
2025
Q1 | $7.76M | Sell |
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|
2024
Q4 | $8.86M | Buy |
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|
2024
Q3 | $8.81M | Buy |
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|
2024
Q2 | $6.82M | Buy |
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|
2024
Q1 | $7.44M | Sell |
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|
2023
Q4 | $7.15M | Buy |
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|
2023
Q3 | $6.22M | Sell |
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|
2023
Q2 | $6.52M | Buy |
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|
2023
Q1 | $5.99M | Sell |
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|
2022
Q4 | $6.45M | Buy |
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|
2022
Q3 | $6.22M | Sell |
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|
2022
Q2 | $4.77M | Sell |
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|
2022
Q1 | $5.88M | Buy |
|