Center for Financial Planning’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 | $167K | Hold |
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|
2025
Q2 | $136K | Hold |
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|
2025
Q1 | $115K | Hold |
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|
2024
Q4 | $127K | Hold |
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|
2024
Q3 | $137K | Hold |
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|
2024
Q2 | $117K | Hold |
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|
2024
Q1 | $128K | Buy |
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|
2023
Q4 | $73.9K | Hold |
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|
2023
Q3 | $68.3K | Hold |
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|
2023
Q2 | $61.5K | Hold |
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|
2023
Q1 | $57.2K | Hold |
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|
2022
Q4 | $59.9K | Hold |
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|
2022
Q3 | $41K | Hold |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $56K | Hold |
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|
2021
Q4 | $52K | Hold |
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|
2021
Q3 | $48K | Hold |
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|
2021
Q2 | $54K | Hold |
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|
2021
Q1 | $58K | Hold |
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|
2020
Q4 | $46K | Hold |
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|
2020
Q3 | $37K | Hold |
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|
2020
Q2 | $32K | Sell |
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|
2020
Q1 | $41K | Sell |
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|
2019
Q4 | $110K | Buy |
|