CPC
Consolidated Planning Corp’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Sell |
12,859
-10,785
| -46% | -$4.19M | 0.63% | 54 |
|
|
2025
Q1 | $7.8M | Sell |
23,644
-11,528
| -33% | -$3.8M | 1.07% | 25 |
|
|
2024
Q4 | $12.8M | Buy |
35,172
+505
| +1% | +$183K | 1.74% | 14 |
|
|
2024
Q3 | $13.6M | Sell |
34,667
-949
| -3% | -$371K | 2.02% | 11 |
|
|
2024
Q2 | $11.9M | Buy |
35,616
+8,503
| +31% | +$2.83M | 1.96% | 12 |
|
|
2024
Q1 | $9.94M | Buy |
27,113
+127
| +0.5% | +$46.5K | 1.7% | 12 |
|
|
2023
Q4 | $7.98M | Buy |
26,986
+243
| +0.9% | +$71.8K | 1.49% | 18 |
|
|
2023
Q3 | $7.3M | Buy |
26,743
+210
| +0.8% | +$57.3K | 1.62% | 15 |
|
|
2023
Q2 | $6.53M | Buy |
26,533
+437
| +2% | +$108K | 1.37% | 17 |
|
|
2023
Q1 | $5.97M | Sell |
26,096
-4,200
| -14% | -$961K | 1.55% | 13 |
|
|
2022
Q4 | $7.26M | Buy |
30,296
+595
| +2% | +$143K | 2.01% | 11 |
|
|
2022
Q3 | $4.87M | Buy |
29,701
+738
| +3% | +$121K | 1.52% | 18 |
|
|
2022
Q2 | $5.18M | Buy |
+28,963
| New | +$5.18M | 1.62% | 14 |
|
|
2021
Q4 | – | Sell |
-270
| Closed | -$52K | – | 123 |
|
|
2021
Q3 | $52K | Buy |
+270
| New | +$52K | 0.03% | 163 |
|