DRS
CAT icon

Deane Retirement Strategies’s Caterpillar CAT Stock Holding History

Deane Retirement Strategies’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.8M Sell
2,637
-4,441
-63% -$3.9M 1.19% 31
2026
Q1 		$5M Sell
7,078
-45
-0.6% -$31.2K 2.01% 24
2025
Q4 		$4.08M Sell
7,123
-7,146
-50% -$3.97M 1.69% 32
2025
Q3 		$6.8M Sell
14,269
-229
-2% -$97.8K 2.93% 10
2025
Q2 		$5.63M Buy
+14,498
New +$4.83M 2.52% 11
2021
Q2 		– Sell
-11,363
Closed -$2.64M – 59
2021
Q1 		$2.64M Buy
11,363
+286
+3% +$59.2K 1.42% 26
2020
Q4 		$2.02M Sell
11,077
-25
-0.2% -$4.24K 1.23% 23
2020
Q3 		$1.66M Buy
+11,102
New +$1.56M 1.12% 23

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CTB
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NAM
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BIAS
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