PDS Planning’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 | $1.39M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $839K | Buy |
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|
2024
Q4 | $860K | Sell |
|
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|
2024
Q3 | $940K | Buy |
|
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|
2024
Q2 | $747K | Buy |
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|
2024
Q1 | $814K | Buy |
|
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|
2023
Q4 | $625K | Sell |
|
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|
2023
Q3 | $612K | Buy |
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|
2023
Q2 | $542K | Buy |
|
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|
2023
Q1 | $477K | Buy |
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|
2022
Q4 | $411K | Buy |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $326K | Buy |
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|
2021
Q4 | $259K | Sell |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $245K | Buy |
|