SW
SkyOak Wealth’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Hold |
1,101
| – | – | 0.09% | 138 |
|
|
2025
Q1 | $363K | Buy |
1,101
+89
| +9% | +$29.3K | 0.08% | 142 |
|
|
2024
Q4 | $367K | Hold |
1,012
| – | – | 0.08% | 146 |
|
|
2024
Q3 | $396K | Hold |
1,012
| – | – | 0.09% | 135 |
|
|
2024
Q2 | $337K | Sell |
1,012
-67
| -6% | -$22.3K | 0.08% | 155 |
|
|
2024
Q1 | $395K | Hold |
1,079
| – | – | 0.09% | 148 |
|
|
2023
Q4 | $319K | Sell |
1,079
-69
| -6% | -$20.4K | 0.08% | 169 |
|
|
2023
Q3 | $313K | Hold |
1,148
| – | – | 0.09% | 158 |
|
|
2023
Q2 | $283K | Hold |
1,148
| – | – | 0.08% | 176 |
|
|
2023
Q1 | $263K | Buy |
1,148
+9
| +0.8% | +$2.06K | 0.08% | 178 |
|
|
2022
Q4 | $273K | Buy |
+1,139
| New | +$273K | 0.09% | 169 |
|
|
2022
Q2 | – | Sell |
-1,109
| Closed | -$247K | – | 227 |
|
|
2022
Q1 | $247K | Hold |
1,109
| – | – | 0.07% | 194 |
|
|
2021
Q4 | $229K | Hold |
1,109
| – | – | 0.06% | 207 |
|
|
2021
Q3 | $213K | Hold |
1,109
| – | – | 0.06% | 210 |
|
|
2021
Q2 | $241K | Hold |
1,109
| – | – | 0.06% | 197 |
|
|
2021
Q1 | $258K | Hold |
1,109
| – | – | 0.07% | 189 |
|
|
2020
Q4 | $202K | Buy |
+1,109
| New | +$202K | 0.06% | 205 |
|
|
2020
Q3 | – | Sell |
-2,213
| Closed | -$280K | – | 212 |
|
|
2020
Q2 | $280K | Sell |
2,213
-714
| -24% | -$90.3K | 0.1% | 195 |
|
|
2020
Q1 | $340K | Buy |
2,927
+444
| +18% | +$51.6K | 0.17% | 143 |
|
|
2019
Q4 | $367K | Buy |
+2,483
| New | +$367K | 0.11% | 209 |
|