Cornerstone Planning Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.9K | Sell |
225
-204
| -48% | -$88.7K | 0.02% | 144 |
|
|
2025
Q1 | $127K | Buy |
429
+217
| +102% | +$64.1K | 0.03% | 123 |
|
|
2024
Q4 | $83.5K | Buy |
212
+6
| +3% | +$2.36K | 0.02% | 125 |
|
|
2024
Q3 | $80K | Sell |
206
-19
| -8% | -$7.38K | 0.02% | 133 |
|
|
2024
Q2 | $71K | Sell |
225
-18
| -7% | -$5.68K | 0.02% | 162 |
|
|
2024
Q1 | $81.8K | Sell |
243
-44
| -15% | -$14.8K | 0.03% | 127 |
|
|
2023
Q4 | $84.8K | Sell |
287
-20
| -7% | -$5.91K | 0.03% | 132 |
|
|
2023
Q3 | $83.8K | Sell |
307
-7
| -2% | -$1.91K | 0.03% | 124 |
|
|
2023
Q2 | $77.3K | Buy |
+314
| New | +$77.3K | 0.03% | 163 |
|
|
2022
Q4 | $84.7K | Buy |
+344
| New | +$84.7K | 0.04% | 182 |
|