Consolidated Planning Corp’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 | $4.99M | Sell |
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|
2025
Q1 | $7.8M | Sell |
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|
2024
Q4 | $12.8M | Buy |
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|
2024
Q3 | $13.6M | Sell |
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|
2024
Q2 | $11.9M | Buy |
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|
2024
Q1 | $9.94M | Buy |
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|
2023
Q4 | $7.98M | Buy |
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|
2023
Q3 | $7.3M | Buy |
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|
2023
Q2 | $6.53M | Buy |
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|
2023
Q1 | $5.97M | Sell |
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|
2022
Q4 | $7.26M | Buy |
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|
2022
Q3 | $4.87M | Buy |
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|
2022
Q2 | $5.18M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $52K | Buy |
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