SkyOak Wealth’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 | $525K | Hold |
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|
2025
Q2 | $427K | Hold |
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|
2025
Q1 | $363K | Buy |
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|
2024
Q4 | $367K | Hold |
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|
2024
Q3 | $396K | Hold |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $395K | Hold |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $313K | Hold |
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|
2023
Q2 | $283K | Hold |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $247K | Hold |
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|
2021
Q4 | $229K | Hold |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $258K | Hold |
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|
2020
Q4 | $202K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $340K | Buy |
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|
2019
Q4 | $367K | Buy |
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