Pinnacle Wealth Planning Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $950K | Buy |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.48M | Sell |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $981K | Buy |
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|
2022
Q3 | $636K | Buy |
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|
2022
Q2 | $574K | Sell |
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|
2022
Q1 | $893K | Buy |
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|
2021
Q4 | $798K | Buy |
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|
2021
Q3 | $660K | Buy |
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|
2021
Q2 | $728K | Hold |
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|
2021
Q1 | $776K | Buy |
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|
2020
Q4 | $579K | Buy |
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|
2020
Q3 | $465K | Buy |
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|
2020
Q2 | $389K | Buy |
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|
2020
Q1 | $295K | Sell |
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|
2019
Q4 | $437K | Buy |
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|
2019
Q3 | $254K | Buy |
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|
2019
Q2 | $200K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $225K | Buy |
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