Creative 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
Q2 | $107M | Buy |
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|
2025
Q1 | $86.6M | Buy |
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|
2024
Q4 | $87.7M | Buy |
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|
2024
Q3 | $89.1M | Buy |
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|
2024
Q2 | $74.7M | Buy |
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|
2024
Q1 | $74.6M | Buy |
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|
2023
Q4 | $53.4M | Buy |
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|
2023
Q3 | $45.6M | Buy |
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|
2023
Q2 | $39.9M | Buy |
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|
2023
Q1 | $36M | Sell |
|
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|
2022
Q4 | $38.8M | Buy |
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|
2022
Q3 | $24.6M | Buy |
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|
2022
Q2 | $26.5M | Buy |
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|
2022
Q1 | $32M | Buy |
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|
2021
Q4 | $27.6M | Sell |
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|
2021
Q3 | $26.1M | Buy |
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|
2021
Q2 | $27.5M | Sell |
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|
2021
Q1 | $36.4M | Buy |
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|
2020
Q4 | $27.3M | Sell |
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|
2020
Q3 | $23.2M | Buy |
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|
2020
Q2 | $18M | Buy |
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|
2020
Q1 | $15.3M | Sell |
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|
2019
Q4 | $19.9M | Buy |
|
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|
2019
Q3 | $16.5M | Buy |
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|
2019
Q2 | $17.1M | Buy |
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|
2019
Q1 | $14.9M | Sell |
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|
2018
Q4 | $14M | Buy |
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|
2018
Q3 | $16.3M | Sell |
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|
2018
Q2 | $15.5M | Sell |
|
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|
2018
Q1 | $17.1M | Buy |
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|
2017
Q4 | $16.5M | Buy |
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|
2017
Q3 | $12.3M | Buy |
|
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|
2017
Q2 | $10.1M | Buy |
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|
2017
Q1 | $8.16M | Sell |
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|
2016
Q4 | $8.59M | Buy |
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|
2016
Q3 | $7.96M | Buy |
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|
2016
Q2 | $6.75M | Buy |
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|
2016
Q1 | $6.42M | Buy |
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|
2015
Q4 | $5.34M | Sell |
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|
2015
Q3 | $5.47M | Buy |
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|
2015
Q2 | $6.67M | Buy |
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|
2015
Q1 | $6.04M | Buy |
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|
2014
Q4 | $6.73M | Buy |
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|
2014
Q3 | $6.7M | Sell |
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|
2014
Q2 | $7.41M | Buy |
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|
2014
Q1 | $6.1M | Sell |
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|
2013
Q4 | $5.68M | Buy |
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|
2013
Q3 | $5.15M | Buy |
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|
2013
Q2 | $4.85M | Buy |
|