PS
Planned Solutions’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
644
-19
| -3% | -$7.38K | 0.1% | 99 |
|
|
2025
Q1 | $219K | Hold |
663
| – | – | 0.09% | 105 |
|
|
2024
Q4 | $241K | Buy |
663
+4
| +0.6% | +$1.45K | 0.1% | 92 |
|
|
2024
Q3 | $258K | Hold |
659
| – | – | 0.1% | 89 |
|
|
2024
Q2 | $220K | Hold |
659
| – | – | 0.11% | 86 |
|
|
2024
Q1 | $241K | Buy |
659
+88
| +15% | +$32.2K | 0.12% | 77 |
|
|
2023
Q4 | $169K | Buy |
+571
| New | +$169K | 0.08% | 106 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$91K | – | 113 |
|
|
2020
Q4 | $91K | Hold |
500
| – | – | 0.07% | 111 |
|
|
2020
Q3 | $75K | Buy |
+500
| New | +$75K | 0.07% | 104 |
|