Pinnacle Wealth Planning Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
2,746
-135
| -5% | -$52.4K | 0.14% | 92 |
|
|
2025
Q1 | $950K | Buy |
2,881
+56
| +2% | +$18.5K | 0.14% | 87 |
|
|
2024
Q4 | $1.02M | Sell |
2,825
-615
| -18% | -$223K | 0.15% | 77 |
|
|
2024
Q3 | $1.35M | Sell |
3,440
-258
| -7% | -$101K | 0.18% | 73 |
|
|
2024
Q2 | $1.23M | Sell |
3,698
-195
| -5% | -$65K | 0.18% | 82 |
|
|
2024
Q1 | $1.43M | Buy |
3,893
+32
| +0.8% | +$11.7K | 0.21% | 73 |
|
|
2023
Q4 | $1.14M | Sell |
3,861
-77
| -2% | -$22.8K | 0.18% | 85 |
|
|
2023
Q3 | $1.08M | Sell |
3,938
-2,077
| -35% | -$567K | 0.18% | 80 |
|
|
2023
Q2 | $1.48M | Sell |
6,015
-160
| -3% | -$39.4K | 0.24% | 62 |
|
|
2023
Q1 | $1.41M | Buy |
6,175
+2,079
| +51% | +$476K | 0.23% | 64 |
|
|
2022
Q4 | $981K | Buy |
4,096
+220
| +6% | +$52.7K | 0.17% | 84 |
|
|
2022
Q3 | $636K | Buy |
3,876
+663
| +21% | +$109K | 0.12% | 112 |
|
|
2022
Q2 | $574K | Sell |
3,213
-793
| -20% | -$142K | 0.1% | 132 |
|
|
2022
Q1 | $893K | Buy |
4,006
+150
| +4% | +$33.4K | 0.16% | 101 |
|
|
2021
Q4 | $798K | Buy |
3,856
+420
| +12% | +$86.9K | 0.16% | 99 |
|
|
2021
Q3 | $660K | Buy |
3,436
+89
| +3% | +$17.1K | 0.15% | 108 |
|
|
2021
Q2 | $728K | Hold |
3,347
| – | – | 0.17% | 89 |
|
|
2021
Q1 | $776K | Buy |
3,347
+168
| +5% | +$39K | 0.2% | 83 |
|
|
2020
Q4 | $579K | Buy |
3,179
+61
| +2% | +$11.1K | 0.14% | 96 |
|
|
2020
Q3 | $465K | Buy |
3,118
+40
| +1% | +$5.97K | 0.15% | 108 |
|
|
2020
Q2 | $389K | Buy |
3,078
+530
| +21% | +$67K | 0.13% | 133 |
|
|
2020
Q1 | $295K | Sell |
2,548
-413
| -14% | -$47.8K | 0.14% | 137 |
|
|
2019
Q4 | $437K | Buy |
2,961
+948
| +47% | +$140K | 0.21% | 104 |
|
|
2019
Q3 | $254K | Buy |
2,013
+545
| +37% | +$68.8K | 0.14% | 141 |
|
|
2019
Q2 | $200K | Buy |
+1,468
| New | +$200K | 0.12% | 157 |
|
|
2018
Q4 | – | Sell |
-1,471
| Closed | -$225K | – | 155 |
|
|
2018
Q3 | $225K | Buy |
+1,471
| New | +$225K | 0.21% | 153 |
|