APP
Avantax Planning Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
6,422
+16
| +0.2% | +$6.21K | 0.08% | 120 |
|
|
2025
Q1 | $2.11M | Buy |
6,406
+139
| +2% | +$45.8K | 0.07% | 123 |
|
|
2024
Q4 | $2.27M | Sell |
6,267
-235
| -4% | -$85.2K | 0.08% | 118 |
|
|
2024
Q3 | $2.54M | Sell |
6,502
-379
| -6% | -$148K | 0.09% | 117 |
|
|
2024
Q2 | $2.29M | Sell |
6,881
-437
| -6% | -$146K | 0.07% | 132 |
|
|
2024
Q1 | $2.68M | Buy |
7,318
+600
| +9% | +$220K | 0.09% | 128 |
|
|
2023
Q4 | $1.99M | Sell |
6,718
-100
| -1% | -$29.6K | 0.08% | 113 |
|
|
2023
Q3 | $1.86M | Buy |
6,818
+93
| +1% | +$25.4K | 0.08% | 109 |
|
|
2023
Q2 | $1.65M | Sell |
6,725
-319
| -5% | -$78.5K | 0.07% | 118 |
|
|
2023
Q1 | $1.61M | Buy |
7,044
+231
| +3% | +$52.9K | 0.07% | 124 |
|
|
2022
Q4 | $1.63M | Buy |
6,813
+28
| +0.4% | +$6.71K | 0.06% | 119 |
|
|
2022
Q3 | $1.11M | Sell |
6,785
-10,910
| -62% | -$1.79M | 0.05% | 133 |
|
|
2022
Q2 | $3.16M | Sell |
17,695
-347
| -2% | -$62K | 0.14% | 80 |
|
|
2022
Q1 | $4.02M | Sell |
18,042
-313
| -2% | -$69.7K | 0.16% | 68 |
|
|
2021
Q4 | $3.8M | Buy |
18,355
+546
| +3% | +$113K | 0.16% | 64 |
|
|
2021
Q3 | $3.42M | Buy |
17,809
+102
| +0.6% | +$19.6K | 0.16% | 57 |
|
|
2021
Q2 | $3.85M | Sell |
17,707
-760
| -4% | -$165K | 0.18% | 45 |
|
|
2021
Q1 | $4.28M | Buy |
18,467
+309
| +2% | +$71.6K | 0.22% | 36 |
|
|
2020
Q4 | $3.31M | Sell |
18,158
-3
| -0% | -$546 | 0.17% | 44 |
|
|
2020
Q3 | $2.71M | Buy |
18,161
+2,337
| +15% | +$349K | 0.14% | 61 |
|
|
2020
Q2 | $2M | Buy |
15,824
+737
| +5% | +$93.2K | 0.11% | 75 |
|
|
2020
Q1 | $1.75M | Sell |
15,087
-106
| -0.7% | -$12.3K | 0.12% | 67 |
|
|
2019
Q4 | $2.24M | Sell |
15,193
-783
| -5% | -$116K | 0.13% | 64 |
|
|
2019
Q3 | $2.02M | Buy |
15,976
+215
| +1% | +$27.2K | 0.12% | 70 |
|
|
2019
Q2 | $2.13M | Sell |
15,761
-1,424
| -8% | -$192K | 0.14% | 64 |
|
|
2019
Q1 | $2.33M | Sell |
17,185
-1,204
| -7% | -$163K | 0.16% | 57 |
|
|
2018
Q4 | $2.34M | Buy |
18,389
+13,968
| +316% | +$1.78M | 0.18% | 55 |
|
|
2018
Q3 | $674K | Buy |
4,421
+258
| +6% | +$39.3K | 0.05% | 117 |
|
|
2018
Q2 | $565K | Sell |
4,163
-247
| -6% | -$33.5K | 0.05% | 126 |
|
|
2018
Q1 | $649K | Sell |
4,410
-3,940
| -47% | -$580K | 0.06% | 145 |
|
|
2017
Q4 | $1.32M | Sell |
8,350
-2,809
| -25% | -$443K | 0.12% | 77 |
|
|
2017
Q3 | $1.39M | Sell |
11,159
-3,174
| -22% | -$396K | 0.11% | 87 |
|
|
2017
Q2 | $1.54M | Buy |
14,333
+4,406
| +44% | +$473K | 0.13% | 77 |
|
|
2017
Q1 | $921K | Buy |
9,927
+5,150
| +108% | +$478K | 0.08% | 114 |
|
|
2016
Q4 | $443K | Buy |
+4,777
| New | +$443K | 0.05% | 176 |
|