MPS Loria Financial Planners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $368K | Buy |
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|
2025
Q2 | $298K | Buy |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $277K | Buy |
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|
2024
Q3 | $297K | Sell |
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|
2024
Q2 | $476K | Buy |
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|
2024
Q1 | $523K | Sell |
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|
2023
Q4 | $921K | Sell |
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|
2023
Q3 | $944K | Buy |
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|
2023
Q2 | $678K | Sell |
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|
2023
Q1 | $654K | Buy |
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|
2022
Q4 | $683K | Buy |
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|
2022
Q3 | $468K | Buy |
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|
2022
Q2 | $503K | Buy |
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|
2022
Q1 | $626K | Buy |
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|
2021
Q4 | $580K | Sell |
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|
2021
Q3 | $576K | Buy |
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|
2021
Q2 | $633K | Buy |
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|
2021
Q1 | $671K | Buy |
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|
2020
Q4 | $527K | Buy |
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|
2020
Q3 | $424K | Buy |
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|
2020
Q2 | $359K | Buy |
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|
2020
Q1 | $328K | Buy |
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|
2019
Q4 | $417K | Buy |
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|
2019
Q3 | $356K | Buy |
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|
2019
Q2 | $383K | Buy |
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|
2019
Q1 | $381K | Buy |
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|
2018
Q4 | $356K | Buy |
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|
2018
Q3 | $427K | Buy |
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|
2018
Q2 | $380K | Buy |
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|
2018
Q1 | $412K | Buy |
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|
2017
Q4 | $440K | Buy |
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|
2017
Q3 | $348K | Buy |
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|
2017
Q2 | $316K | Buy |
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