PDS Planning’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
2,864
+321
| +13% | +$125K | 0.08% | 113 |
|
|
2025
Q1 | $839K | Buy |
2,543
+173
| +7% | +$57.1K | 0.07% | 127 |
|
|
2024
Q4 | $860K | Sell |
2,370
-32
| -1% | -$11.6K | 0.08% | 109 |
|
|
2024
Q3 | $940K | Buy |
2,402
+159
| +7% | +$62.2K | 0.08% | 103 |
|
|
2024
Q2 | $747K | Buy |
2,243
+20
| +0.9% | +$6.66K | 0.08% | 114 |
|
|
2024
Q1 | $814K | Buy |
2,223
+108
| +5% | +$39.6K | 0.09% | 102 |
|
|
2023
Q4 | $625K | Sell |
2,115
-128
| -6% | -$37.8K | 0.07% | 116 |
|
|
2023
Q3 | $612K | Buy |
2,243
+39
| +2% | +$10.6K | 0.08% | 107 |
|
|
2023
Q2 | $542K | Buy |
2,204
+119
| +6% | +$29.3K | 0.07% | 122 |
|
|
2023
Q1 | $477K | Buy |
2,085
+371
| +22% | +$84.9K | 0.07% | 126 |
|
|
2022
Q4 | $411K | Buy |
1,714
+153
| +10% | +$36.7K | 0.07% | 116 |
|
|
2022
Q3 | $256K | Sell |
1,561
-1
| -0.1% | -$164 | 0.05% | 153 |
|
|
2022
Q2 | $279K | Buy |
1,562
+99
| +7% | +$17.7K | 0.05% | 153 |
|
|
2022
Q1 | $326K | Buy |
1,463
+211
| +17% | +$47K | 0.06% | 135 |
|
|
2021
Q4 | $259K | Sell |
1,252
-68
| -5% | -$14.1K | 0.05% | 155 |
|
|
2021
Q3 | $253K | Buy |
1,320
+221
| +20% | +$42.4K | 0.06% | 151 |
|
|
2021
Q2 | $239K | Buy |
1,099
+42
| +4% | +$9.13K | 0.06% | 154 |
|
|
2021
Q1 | $245K | Buy |
+1,057
| New | +$245K | 0.07% | 131 |
|