Cornerstone Planning Group’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 | $181K | Buy |
|
|||||
|
2025
Q2 | $97.9K | Sell |
|
|||||
|
2025
Q1 | $127K | Buy |
|
|||||
|
2024
Q4 | $83.5K | Buy |
|
|||||
|
2024
Q3 | $80K | Sell |
|
|||||
|
2024
Q2 | $71K | Sell |
|
|||||
|
2024
Q1 | $81.8K | Sell |
|
|||||
|
2023
Q4 | $84.8K | Sell |
|
|||||
|
2023
Q3 | $83.8K | Sell |
|
|||||
|
2023
Q2 | $77.3K | Buy |
|
|||||
|
2022
Q4 | $84.7K | Buy |
|