Personal CFO Solutions’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
852
+8
| +0.9% | +$3.1K | 0.06% | 302 |
|
|
2025
Q1 | $278K | Buy |
844
+199
| +31% | +$65.7K | 0.06% | 334 |
|
|
2024
Q4 | $234K | Sell |
645
-770
| -54% | -$279K | 0.05% | 398 |
|
|
2024
Q3 | $553K | Buy |
1,415
+59
| +4% | +$23.1K | 0.08% | 242 |
|
|
2024
Q2 | $452K | Buy |
1,356
+12
| +0.9% | +$4K | 0.07% | 269 |
|
|
2024
Q1 | $493K | Sell |
1,344
-75
| -5% | -$27.5K | 0.08% | 255 |
|
|
2023
Q4 | $420K | Buy |
1,419
+164
| +13% | +$48.5K | 0.07% | 279 |
|
|
2023
Q3 | $343K | Sell |
1,255
-184
| -13% | -$50.2K | 0.07% | 293 |
|
|
2023
Q2 | $354K | Buy |
1,439
+16
| +1% | +$3.94K | 0.07% | 292 |
|
|
2023
Q1 | $326K | Sell |
1,423
-153
| -10% | -$35K | 0.07% | 287 |
|
|
2022
Q4 | $378K | Buy |
+1,576
| New | +$378K | 0.08% | 242 |
|