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 |
4,704
-268
| -5% | -$114K | 0.89% | 42 |
|
|
2025
Q2 | $19.3K | Buy |
4,972
+40
| +0.8% | +$13.3K | 0.76% | 48 |
|
|
2025
Q1 | $16.3K | Sell |
4,932
-270
| -5% | -$96.2K | 0.63% | 53 |
|
|
2024
Q4 | $18.9M | Sell |
5,202
-65
| -1% | -$25.2K | 0.67% | 45 |
|
|
2024
Q3 | $20.6K | Buy |
5,267
+40
| +0.8% | +$13.8K | 0.38% | 47 |
|
|
2024
Q2 | $1.74M | Sell |
5,227
-60
| -1% | -$20.8K | 0.7% | 44 |
|
|
2024
Q1 | $1.94M | Buy |
5,287
+765
| +17% | +$245K | 0.82% | 40 |
|
|
2023
Q4 | $1.31M | Buy |
4,522
+55
| +1% | +$14.3K | 0.61% | 54 |
|
|
2023
Q3 | $1.22M | Sell |
4,467
-50
| -1% | -$13.6K | 0.61% | 57 |
|
|
2023
Q2 | $1.11M | Sell |
4,517
-350
| -7% | -$78K | 0.54% | 59 |
|
|
2023
Q1 | $1.11M | Buy |
4,867
+152
| +3% | +$36.7K | 0.56% | 60 |
|
|
2022
Q4 | $1.13M | Buy |
4,715
+500
| +12% | +$109K | 0.59% | 55 |
|
|
2022
Q3 | $692K | Hold |
4,215
| – | – | 0.38% | 70 |
|
|
2022
Q2 | $753K | Sell |
4,215
-215
| -5% | -$45.3K | 0.4% | 70 |
|
|
2022
Q1 | $987K | Sell |
4,430
-90
| -2% | -$18.9K | 0.45% | 63 |
|
|
2021
Q4 | $934K | Buy |
4,520
+60
| +1% | +$12.1K | 0.34% | 68 |
|
|
2021
Q3 | $856K | Hold |
4,460
| – | – | 0.33% | 71 |
|
|
2021
Q2 | $971K | Sell |
4,460
-185
| -4% | -$42.7K | 0.38% | 67 |
|
|
2021
Q1 | $1.08M | Sell |
4,645
-205
| -4% | -$42.4K | 0.46% | 65 |
|
|
2020
Q4 | $883K | Buy |
4,850
+310
| +7% | +$52.6K | 0.41% | 66 |
|
|
2020
Q3 | $677K | Sell |
4,540
-25
| -0.5% | -$3.51K | 0.37% | 67 |
|
|
2020
Q2 | $577K | Sell |
4,565
-160
| -3% | -$19K | 0.33% | 69 |
|
|
2020
Q1 | $548K | Sell |
4,725
-5
| -0.1% | -$639 | 0.38% | 67 |
|
|
2019
Q4 | $699K | Sell |
4,730
-435
| -8% | -$60.7K | 0.39% | 68 |
|
|
2019
Q3 | $652K | Buy |
5,165
+220
| +4% | +$28K | 0.38% | 65 |
|
|
2019
Q2 | $674K | Buy |
4,945
+30
| +0.6% | +$3.96K | 0.4% | 64 |
|
|
2019
Q1 | $666K | Buy |
4,915
+310
| +7% | +$41.2K | 0.42% | 65 |
|
|
2018
Q4 | $585K | Sell |
4,605
-1,725
| -27% | -$224K | 0.42% | 67 |
|
|
2018
Q3 | $965K | Buy |
6,330
+265
| +4% | +$37.5K | 0.56% | 62 |
|
|
2018
Q2 | $823K | Sell |
6,065
-115
| -2% | -$17.2K | 0.5% | 66 |
|
|
2018
Q1 | $911K | Buy |
6,180
+1,615
| +35% | +$255K | 0.54% | 61 |
|
|
2017
Q4 | $719K | Sell |
4,565
-605
| -12% | -$83.9K | 0.44% | 69 |
|
|
2017
Q3 | $645K | Buy |
5,170
+85
| +2% | +$9.79K | 0.38% | 78 |
|
|
2017
Q2 | $546K | Sell |
5,085
-45
| -0.9% | -$4.57K | 0.33% | 79 |
|
|
2017
Q1 | $476K | Sell |
5,130
-350
| -6% | -$33.1K | 0.29% | 81 |
|
|
2016
Q4 | $508K | Sell |
5,480
-3,375
| -38% | -$306K | 0.34% | 78 |
|
|
2016
Q3 | $786K | Buy |
8,855
+125
| +1% | +$10.2K | 0.54% | 63 |
|
|
2016
Q2 | $662K | Sell |
8,730
-230
| -3% | -$17.2K | 0.48% | 65 |
|
|
2016
Q1 | $686K | Sell |
8,960
-1,550
| -15% | -$104K | 0.53% | 64 |
|
|
2015
Q4 | $714K | Sell |
10,510
-1,795
| -15% | -$125K | 0.55% | 59 |
|
|
2015
Q3 | $804K | Buy |
12,305
+585
| +5% | +$44.7K | 0.65% | 59 |
|
|
2015
Q2 | $994K | Sell |
11,720
-3,294
| -22% | -$283K | 0.74% | 55 |
|
|
2015
Q1 | $1.2M | Buy |
15,014
+715
| +5% | +$59.4K | 0.88% | 46 |
|
|
2014
Q4 | $1.31M | Sell |
14,299
-220
| -2% | -$21.4K | 0.95% | 41 |
|
|
2014
Q3 | $1.44M | Sell |
14,519
-195
| -1% | -$20.7K | 1.08% | 35 |
|
|
2014
Q2 | $1.6M | Sell |
14,714
-75
| -0.5% | -$7.87K | 1.16% | 30 |
|
|
2014
Q1 | $1.47M | Sell |
14,789
-20
| -0.1% | -$1.89K | 1.08% | 34 |
|
|
2013
Q4 | $1.34M | Sell |
14,809
-315
| -2% | -$26.9K | 0.99% | 38 |
|
|
2013
Q3 | $1.26M | Buy |
15,124
+850
| +6% | +$71.9K | 0.99% | 36 |
|
|
2013
Q2 | $1.18M | Buy |
+14,274
| New | +$1.21M | 0.98% | 37 |
|
Other funds holding CAT
