Avantax Planning Partners’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 | $2.49M | Buy |
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|
2025
Q1 | $2.11M | Buy |
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|
2024
Q4 | $2.27M | Sell |
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|
2024
Q3 | $2.54M | Sell |
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|
2024
Q2 | $2.29M | Sell |
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|
2024
Q1 | $2.68M | Buy |
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|
2023
Q4 | $1.99M | Sell |
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|
2023
Q3 | $1.86M | Buy |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.63M | Buy |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $3.16M | Sell |
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|
2022
Q1 | $4.02M | Sell |
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|
2021
Q4 | $3.79M | Buy |
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|
2021
Q3 | $3.42M | Buy |
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|
2021
Q2 | $3.85M | Sell |
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|
2021
Q1 | $4.28M | Buy |
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|
2020
Q4 | $3.31M | Sell |
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|
2020
Q3 | $2.71M | Buy |
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|
2020
Q2 | $2M | Buy |
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|
2020
Q1 | $1.75M | Sell |
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|
2019
Q4 | $2.24M | Sell |
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|
2019
Q3 | $2.02M | Buy |
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|
2019
Q2 | $2.13M | Sell |
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|
2019
Q1 | $2.33M | Sell |
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|
2018
Q4 | $2.34M | Buy |
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|
2018
Q3 | $674K | Buy |
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|
2018
Q2 | $565K | Sell |
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|
2018
Q1 | $649K | Sell |
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|
2017
Q4 | $1.32M | Sell |
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|
2017
Q3 | $1.39M | Sell |
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|
2017
Q2 | $1.54M | Buy |
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|
2017
Q1 | $921K | Buy |
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|
2016
Q4 | $443K | Buy |
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