West Oak Capital’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 | $22.4K | Sell |
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|
2025
Q2 | $19.3K | Buy |
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|
2025
Q1 | $16.3K | Sell |
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|
2024
Q4 | $18.9M | Sell |
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|
2024
Q3 | $20.6K | Buy |
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $1.94M | Buy |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $692K | Hold |
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|
2022
Q2 | $753K | Sell |
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|
2022
Q1 | $987K | Sell |
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|
2021
Q4 | $934K | Buy |
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|
2021
Q3 | $856K | Hold |
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|
2021
Q2 | $971K | Sell |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $883K | Buy |
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|
2020
Q3 | $677K | Sell |
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|
2020
Q2 | $577K | Sell |
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|
2020
Q1 | $548K | Sell |
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|
2019
Q4 | $699K | Sell |
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|
2019
Q3 | $652K | Buy |
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|
2019
Q2 | $674K | Buy |
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|
2019
Q1 | $666K | Buy |
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|
2018
Q4 | $585K | Sell |
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|
2018
Q3 | $965K | Buy |
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|
2018
Q2 | $823K | Sell |
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|
2018
Q1 | $911K | Buy |
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|
2017
Q4 | $719K | Sell |
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|
2017
Q3 | $645K | Buy |
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|
2017
Q2 | $546K | Sell |
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|
2017
Q1 | $476K | Sell |
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|
2016
Q4 | $508K | Sell |
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|
2016
Q3 | $786K | Buy |
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|
2016
Q2 | $662K | Sell |
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|
2016
Q1 | $686K | Sell |
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|
2015
Q4 | $714K | Sell |
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|
2015
Q3 | $804K | Buy |
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|
2015
Q2 | $994K | Sell |
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|
2015
Q1 | $1.2M | Buy |
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|
2014
Q4 | $1.31M | Sell |
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|
2014
Q3 | $1.44M | Sell |
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|
2014
Q2 | $1.6M | Sell |
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|
2014
Q1 | $1.47M | Sell |
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|
2013
Q4 | $1.34M | Sell |
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|
2013
Q3 | $1.26M | Buy |
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|
2013
Q2 | $1.18M | Buy |
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