MPS Loria Financial Planners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
768
+2
| +0.3% | +$777 | 0.09% | 66 |
|
|
2025
Q1 | $252K | Buy |
766
+3
| +0.4% | +$989 | 0.07% | 73 |
|
|
2024
Q4 | $277K | Buy |
763
+3
| +0.4% | +$1.09K | 0.08% | 65 |
|
|
2024
Q3 | $297K | Sell |
760
-668
| -47% | -$261K | 0.09% | 64 |
|
|
2024
Q2 | $476K | Buy |
1,428
+2
| +0.1% | +$666 | 0.15% | 41 |
|
|
2024
Q1 | $523K | Sell |
1,426
-1,689
| -54% | -$619K | 0.18% | 40 |
|
|
2023
Q4 | $921K | Sell |
3,115
-342
| -10% | -$101K | 0.32% | 29 |
|
|
2023
Q3 | $944K | Buy |
3,457
+701
| +25% | +$191K | 0.37% | 28 |
|
|
2023
Q2 | $678K | Sell |
2,756
-100
| -4% | -$24.6K | 0.25% | 32 |
|
|
2023
Q1 | $654K | Buy |
2,856
+3
| +0.1% | +$687 | 0.26% | 32 |
|
|
2022
Q4 | $683K | Buy |
2,853
+3
| +0.1% | +$719 | 0.3% | 30 |
|
|
2022
Q3 | $468K | Buy |
2,850
+35
| +1% | +$5.75K | 0.18% | 37 |
|
|
2022
Q2 | $503K | Buy |
2,815
+3
| +0.1% | +$536 | 0.23% | 36 |
|
|
2022
Q1 | $626K | Buy |
2,812
+4
| +0.1% | +$890 | 0.26% | 38 |
|
|
2021
Q4 | $580K | Sell |
2,808
-196
| -7% | -$40.5K | 0.24% | 37 |
|
|
2021
Q3 | $576K | Buy |
3,004
+98
| +3% | +$18.8K | 0.26% | 32 |
|
|
2021
Q2 | $633K | Buy |
2,906
+11
| +0.4% | +$2.4K | 0.29% | 31 |
|
|
2021
Q1 | $671K | Buy |
2,895
+2
| +0.1% | +$464 | 0.31% | 31 |
|
|
2020
Q4 | $527K | Buy |
2,893
+52
| +2% | +$9.47K | 0.24% | 35 |
|
|
2020
Q3 | $424K | Buy |
2,841
+5
| +0.2% | +$746 | 0.22% | 35 |
|
|
2020
Q2 | $359K | Buy |
2,836
+6
| +0.2% | +$760 | 0.19% | 39 |
|
|
2020
Q1 | $328K | Buy |
2,830
+4
| +0.1% | +$464 | 0.25% | 38 |
|
|
2019
Q4 | $417K | Buy |
2,826
+5
| +0.2% | +$738 | 0.25% | 36 |
|
|
2019
Q3 | $356K | Buy |
2,821
+6
| +0.2% | +$757 | 0.23% | 39 |
|
|
2019
Q2 | $383K | Buy |
2,815
+4
| +0.1% | +$544 | 0.24% | 39 |
|
|
2019
Q1 | $381K | Buy |
2,811
+5
| +0.2% | +$678 | 0.25% | 39 |
|
|
2018
Q4 | $356K | Buy |
2,806
+4
| +0.1% | +$507 | 0.26% | 42 |
|
|
2018
Q3 | $427K | Buy |
2,802
+4
| +0.1% | +$610 | 0.27% | 36 |
|
|
2018
Q2 | $380K | Buy |
2,798
+4
| +0.1% | +$543 | 0.38% | 37 |
|
|
2018
Q1 | $412K | Buy |
2,794
+3
| +0.1% | +$442 | 0.29% | 37 |
|
|
2017
Q4 | $440K | Buy |
2,791
+4
| +0.1% | +$631 | 0.3% | 40 |
|
|
2017
Q3 | $348K | Buy |
2,787
+4
| +0.1% | +$499 | 0.25% | 47 |
|
|
2017
Q2 | $316K | Buy |
+2,783
| New | +$316K | 0.21% | 52 |
|