Abacus Planning Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $844K | Hold |
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|
2023
Q3 | $779K | Hold |
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|
2023
Q2 | $703K | Buy |
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|
2023
Q1 | $653K | Hold |
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|
2022
Q4 | $684K | Buy |
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|
2022
Q3 | $463K | Sell |
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|
2022
Q2 | $546K | Sell |
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|
2022
Q1 | $682K | Buy |
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|
2021
Q4 | $601K | Buy |
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|
2021
Q3 | $528K | Hold |
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|
2021
Q2 | $598K | Buy |
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|
2021
Q1 | $599K | Sell |
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|
2020
Q4 | $599K | Sell |
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|
2020
Q3 | $520K | Hold |
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|
2020
Q2 | $441K | Buy |
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|
2020
Q1 | $340K | Sell |
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|
2019
Q4 | $469K | Sell |
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|
2019
Q3 | $402K | Buy |
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|
2019
Q2 | $433K | Sell |
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|
2019
Q1 | $439K | Sell |
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|
2018
Q4 | $442K | Hold |
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|
2018
Q3 | $530K | Hold |
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|
2018
Q2 | $471K | Buy |
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|
2018
Q1 | $490K | Hold |
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|
2017
Q4 | $524K | Buy |
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