Creative Planning’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107M | Buy |
275,950
+13,485
| +5% | +$5.24M | 0.09% | 95 |
|
|
2025
Q1 | $86.6M | Buy |
262,465
+20,807
| +9% | +$6.86M | 0.08% | 105 |
|
|
2024
Q4 | $87.7M | Buy |
241,658
+13,743
| +6% | +$4.99M | 0.09% | 102 |
|
|
2024
Q3 | $89.1M | Buy |
227,915
+3,772
| +2% | +$1.48M | 0.09% | 98 |
|
|
2024
Q2 | $74.7M | Buy |
224,143
+20,535
| +10% | +$6.84M | 0.08% | 104 |
|
|
2024
Q1 | $74.6M | Buy |
203,608
+22,995
| +13% | +$8.43M | 0.08% | 104 |
|
|
2023
Q4 | $53.4M | Buy |
180,613
+13,482
| +8% | +$3.99M | 0.1% | 117 |
|
|
2023
Q3 | $45.6M | Buy |
167,131
+4,988
| +3% | +$1.36M | 0.06% | 133 |
|
|
2023
Q2 | $39.9M | Buy |
162,143
+4,981
| +3% | +$1.23M | 0.05% | 134 |
|
|
2023
Q1 | $36M | Sell |
157,162
-4,973
| -3% | -$1.14M | 0.05% | 140 |
|
|
2022
Q4 | $38.8M | Buy |
162,135
+12,248
| +8% | +$2.93M | 0.06% | 128 |
|
|
2022
Q3 | $24.6M | Buy |
149,887
+1,686
| +1% | +$277K | 0.04% | 158 |
|
|
2022
Q2 | $26.5M | Buy |
148,201
+4,488
| +3% | +$802K | 0.04% | 165 |
|
|
2022
Q1 | $32M | Buy |
143,713
+10,108
| +8% | +$2.25M | 0.05% | 144 |
|
|
2021
Q4 | $27.6M | Sell |
133,605
-2,318
| -2% | -$479K | 0.04% | 150 |
|
|
2021
Q3 | $26.1M | Buy |
135,923
+9,400
| +7% | +$1.8M | 0.05% | 152 |
|
|
2021
Q2 | $27.5M | Sell |
126,523
-30,253
| -19% | -$6.58M | 0.05% | 142 |
|
|
2021
Q1 | $36.4M | Buy |
156,776
+6,674
| +4% | +$1.55M | 0.07% | 102 |
|
|
2020
Q4 | $27.3M | Sell |
150,102
-5,628
| -4% | -$1.02M | 0.06% | 125 |
|
|
2020
Q3 | $23.2M | Buy |
155,730
+13,101
| +9% | +$1.95M | 0.06% | 124 |
|
|
2020
Q2 | $18M | Buy |
142,629
+10,483
| +8% | +$1.33M | 0.05% | 130 |
|
|
2020
Q1 | $15.3M | Sell |
132,146
-2,511
| -2% | -$291K | 0.05% | 125 |
|
|
2019
Q4 | $19.9M | Buy |
134,657
+4,316
| +3% | +$637K | 0.06% | 124 |
|
|
2019
Q3 | $16.5M | Buy |
130,341
+4,643
| +4% | +$586K | 0.05% | 132 |
|
|
2019
Q2 | $17.1M | Buy |
125,698
+16,074
| +15% | +$2.19M | 0.06% | 127 |
|
|
2019
Q1 | $14.9M | Sell |
109,624
-302
| -0.3% | -$40.9K | 0.05% | 127 |
|
|
2018
Q4 | $14M | Buy |
109,926
+2,784
| +3% | +$354K | 0.06% | 126 |
|
|
2018
Q3 | $16.3M | Sell |
107,142
-7,191
| -6% | -$1.1M | 0.06% | 121 |
|
|
2018
Q2 | $15.5M | Sell |
114,333
-1,792
| -2% | -$243K | 0.06% | 115 |
|
|
2018
Q1 | $17.1M | Buy |
116,125
+11,455
| +11% | +$1.69M | 0.07% | 101 |
|
|
2017
Q4 | $16.5M | Buy |
104,670
+5,750
| +6% | +$906K | 0.07% | 106 |
|
|
2017
Q3 | $12.3M | Buy |
98,920
+4,992
| +5% | +$623K | 0.06% | 126 |
|
|
2017
Q2 | $10.1M | Buy |
93,928
+5,954
| +7% | +$640K | 0.05% | 135 |
|
|
2017
Q1 | $8.16M | Sell |
87,974
-4,695
| -5% | -$435K | 0.04% | 156 |
|
|
2016
Q4 | $8.59M | Buy |
92,669
+2,949
| +3% | +$273K | 0.05% | 145 |
|
|
2016
Q3 | $7.96M | Buy |
89,720
+714
| +0.8% | +$63.4K | 0.05% | 146 |
|
|
2016
Q2 | $6.75M | Buy |
89,006
+5,069
| +6% | +$384K | 0.05% | 141 |
|
|
2016
Q1 | $6.43M | Buy |
83,937
+5,285
| +7% | +$405K | 0.05% | 135 |
|
|
2015
Q4 | $5.35M | Sell |
78,652
-4,985
| -6% | -$339K | 0.04% | 155 |
|
|
2015
Q3 | $5.47M | Buy |
83,637
+5,045
| +6% | +$330K | 0.05% | 155 |
|
|
2015
Q2 | $6.67M | Buy |
78,592
+3,086
| +4% | +$262K | 0.06% | 126 |
|
|
2015
Q1 | $6.04M | Buy |
75,506
+1,954
| +3% | +$156K | 0.06% | 133 |
|
|
2014
Q4 | $6.73M | Buy |
73,552
+5,887
| +9% | +$539K | 0.07% | 120 |
|
|
2014
Q3 | $6.7M | Sell |
67,665
-533
| -0.8% | -$52.8K | 0.08% | 111 |
|
|
2014
Q2 | $7.41M | Buy |
68,198
+6,809
| +11% | +$740K | 0.1% | 99 |
|
|
2014
Q1 | $6.1M | Sell |
61,389
-1,129
| -2% | -$112K | 0.09% | 96 |
|
|
2013
Q4 | $5.68M | Buy |
62,518
+765
| +1% | +$69.5K | 0.1% | 93 |
|
|
2013
Q3 | $5.15M | Buy |
61,753
+2,985
| +5% | +$249K | 0.1% | 82 |
|
|
2013
Q2 | $4.85M | Buy |
+58,768
| New | +$4.85M | 0.11% | 81 |
|