Capital Planning Advisors’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 | $1.23M | Sell |
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|
2025
Q2 | $1.04M | Hold |
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|
2025
Q1 | $880K | Hold |
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|
2024
Q4 | $968K | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $886K | Buy |
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|
2024
Q1 | $855K | Buy |
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|
2023
Q4 | $682K | Buy |
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|
2023
Q3 | $583K | Sell |
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|
2023
Q2 | $564K | Buy |
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|
2023
Q1 | $485K | Buy |
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|
2022
Q4 | $506K | Buy |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $422K | Buy |
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|
2022
Q1 | $509K | Buy |
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|
2021
Q4 | $448K | Hold |
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|
2021
Q3 | $416K | Hold |
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|
2021
Q2 | $471K | Buy |
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|
2021
Q1 | $272K | Buy |
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