IP
Ignite Planners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
6,772
+111
| +2% | +$45.9K | 0.49% | 47 |
|
|
2025
Q1 | $2.09M | Buy |
6,661
+538
| +9% | +$169K | 0.41% | 60 |
|
|
2024
Q4 | $2.23M | Sell |
6,123
-1,094
| -15% | -$398K | 0.49% | 52 |
|
|
2024
Q3 | $2.82M | Sell |
7,217
-785
| -10% | -$307K | 0.65% | 37 |
|
|
2024
Q2 | $2.63M | Sell |
8,002
-174
| -2% | -$57.1K | 0.64% | 37 |
|
|
2024
Q1 | $2.97M | Sell |
8,176
-1,251
| -13% | -$455K | 0.83% | 28 |
|
|
2023
Q4 | $2.76M | Buy |
9,427
+306
| +3% | +$89.6K | 0.82% | 27 |
|
|
2023
Q3 | $2.38M | Sell |
9,121
-685
| -7% | -$179K | 0.73% | 27 |
|
|
2023
Q2 | $2.4M | Sell |
9,806
-25
| -0.3% | -$6.13K | 0.92% | 19 |
|
|
2023
Q1 | $2.12M | Buy |
9,831
+406
| +4% | +$87.5K | 0.87% | 22 |
|
|
2022
Q4 | $2.49M | Buy |
9,425
+782
| +9% | +$207K | 1.04% | 18 |
|
|
2022
Q3 | $1.48M | Buy |
8,643
+117
| +1% | +$20K | 1.18% | 13 |
|
|
2022
Q2 | $1.54M | Buy |
8,526
+97
| +1% | +$17.5K | 1.26% | 12 |
|
|
2022
Q1 | $1.82M | Buy |
8,429
+385
| +5% | +$83.3K | 1.22% | 12 |
|
|
2021
Q4 | $1.83M | Buy |
+8,044
| New | +$1.83M | 1.19% | 12 |
|