Mark Sheptoff Financial Planning’s Caterpillar CAT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$59K	Hold	152	–	–	0.03%	174
2025 Q1	$50.1K	Buy	152 +10	+7%	+$3.3K	0.03%	169
2024 Q4	$51.5K	Buy	142 +10	+8%	+$3.63K	0.03%	173
2024 Q3	$51.6K	Hold	132	–	–	0.03%	170
2024 Q2	$44K	Hold	132	–	–	0.02%	186
2024 Q1	$48.4K	Hold	132	–	–	0.03%	177
2023 Q4	$39K	Hold	132	–	–	0.02%	180
2023 Q3	$36K	Hold	132	–	–	0.02%	169
2023 Q2	$32.5K	Hold	132	–	–	0.02%	193
2023 Q1	$30.2K	Hold	132	–	–	0.02%	186
2022 Q4	$31.6K	Hold	132	–	–	0.02%	183
2022 Q3	$22K	Hold	132	–	–	0.01%	198
2022 Q2	$24K	Hold	132	–	–	0.01%	207
2022 Q1	$29K	Hold	132	–	–	0.01%	213
2021 Q4	$27K	Buy	132 +80	+154%	+$16.4K	0.01%	225
2021 Q3	$10K	Sell	52 -215	-81%	-$41.3K	0.01%	303
2021 Q2	$58K	Sell	267 -785	-75%	-$171K	0.03%	170
2021 Q1	$244K	Buy	1,052 +875	+494%	+$203K	0.14%	85
2020 Q4	$32K	Buy	177 +127	+254%	+$23K	0.02%	187
2020 Q3	$7K	Hold	50	–	–	﹤0.01%	251
2020 Q2	$6K	Buy	+50	New	+$6K	﹤0.01%	285
2019 Q3	–	Sell	-200	Closed	-$27K	–	358
2019 Q2	$27K	Sell	200 -10	-5%	-$1.35K	0.02%	192
2019 Q1	$28K	Hold	210	–	–	0.02%	190
2018 Q4	$27K	Sell	210 -625	-75%	-$80.4K	0.02%	172
2018 Q3	$127K	Buy	835 +181	+28%	+$27.5K	0.09%	118
2018 Q2	$89K	Buy	654 +1	+0.2%	+$136	0.07%	129
2018 Q1	$96K	Sell	653 -50	-7%	-$7.35K	0.07%	129
2017 Q4	$111K	Sell	703 -199	-22%	-$31.4K	0.07%	131
2017 Q3	$113K	Hold	902	–	–	0.08%	138
2017 Q2	$97K	Sell	902 -299	-25%	-$32.2K	0.07%	141
2017 Q1	$111K	Sell	1,201 -4,199	-78%	-$388K	0.08%	135
2016 Q4	$501K	Buy	+5,400	New	+$501K	0.37%	65
2015 Q1	–	Sell	-700	Closed	-$64K	–	334
2014 Q4	$64K	Buy	700 +500	+250%	+$45.7K	0.06%	150
2014 Q3	$20K	Hold	200	–	–	0.02%	223
2014 Q2	$22K	Hold	200	–	–	0.02%	220
2014 Q1	$20K	Buy	+200	New	+$20K	0.02%	232