Planned Solutions’s Caterpillar CAT Stock Holding History

Planned Solutions’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$250K	Sell
2025 Q1	$219K	Hold
2024 Q4	$241K	Buy
2024 Q3	$258K	Hold
2024 Q2	$220K	Hold
2024 Q1	$241K	Buy
2023 Q4	$169K	Buy
2021 Q1	–	Sell
2020 Q4	$91K	Hold
2020 Q3	$75K	Buy