Center for Financial Planning’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Hold |
350
| – | – | 0.02% | 189 |
|
|
2025
Q1 | $115K | Hold |
350
| – | – | 0.01% | 191 |
|
|
2024
Q4 | $127K | Hold |
350
| – | – | 0.02% | 180 |
|
|
2024
Q3 | $137K | Hold |
350
| – | – | 0.02% | 165 |
|
|
2024
Q2 | $117K | Hold |
350
| – | – | 0.02% | 171 |
|
|
2024
Q1 | $128K | Buy |
350
+100
| +40% | +$36.6K | 0.02% | 167 |
|
|
2023
Q4 | $73.9K | Hold |
250
| – | – | 0.01% | 185 |
|
|
2023
Q3 | $68.3K | Hold |
250
| – | – | 0.01% | 188 |
|
|
2023
Q2 | $61.5K | Hold |
250
| – | – | 0.01% | 198 |
|
|
2023
Q1 | $57.2K | Hold |
250
| – | – | 0.01% | 199 |
|
|
2022
Q4 | $59.9K | Hold |
250
| – | – | 0.01% | 202 |
|
|
2022
Q3 | $41K | Hold |
250
| – | – | 0.01% | 228 |
|
|
2022
Q2 | $45K | Hold |
250
| – | – | 0.01% | 226 |
|
|
2022
Q1 | $56K | Hold |
250
| – | – | 0.01% | 219 |
|
|
2021
Q4 | $52K | Hold |
250
| – | – | 0.01% | 221 |
|
|
2021
Q3 | $48K | Hold |
250
| – | – | 0.01% | 222 |
|
|
2021
Q2 | $54K | Hold |
250
| – | – | 0.01% | 214 |
|
|
2021
Q1 | $58K | Hold |
250
| – | – | 0.02% | 201 |
|
|
2020
Q4 | $46K | Hold |
250
| – | – | 0.01% | 209 |
|
|
2020
Q3 | $37K | Hold |
250
| – | – | 0.01% | 211 |
|
|
2020
Q2 | $32K | Sell |
250
-103
| -29% | -$13.2K | 0.01% | 218 |
|
|
2020
Q1 | $41K | Sell |
353
-395
| -53% | -$45.9K | 0.01% | 184 |
|
|
2019
Q4 | $110K | Buy |
+748
| New | +$110K | 0.03% | 135 |
|