Planning Capital Management Corporation’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$1.26M	Buy	3,218 +1,801	+127%	+$704K	0.83%	33
2024 Q2	$472K	Buy	1,417 +1,278	+919%	+$426K	0.33%	53
2024 Q1	$50.8K	Buy	139 +24	+21%	+$8.76K	0.04%	186
2023 Q4	$34K	Buy	+115	New	+$34K	0.03%	221