Planning Alternatives’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Buy |
1,374
+7
| +0.5% | +$2.72K | 0.07% | 50 |
|
|
2025
Q1 | $451K | Buy |
1,367
+378
| +38% | +$125K | 0.07% | 48 |
|
|
2024
Q4 | $359K | Buy |
989
+2
| +0.2% | +$726 | 0.06% | 46 |
|
|
2024
Q3 | $386K | Buy |
987
+2
| +0.2% | +$782 | 0.06% | 44 |
|
|
2024
Q2 | $328K | Buy |
+985
| New | +$328K | 0.05% | 43 |
|
|
2013
Q4 | – | Sell |
-3,500
| Closed | -$292K | – | 40 |
|
|
2013
Q3 | $292K | Sell |
3,500
-2,000
| -36% | -$167K | 0.14% | 18 |
|
|
2013
Q2 | $454K | Buy |
+5,500
| New | +$454K | 0.26% | 14 |
|