PCI
Planning Center Inc’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
1,367
+44
| +3% | +$17.1K | 0.06% | 42 |
|
|
2025
Q1 | $436K | Sell |
1,323
-140
| -10% | -$46.2K | 0.05% | 47 |
|
|
2024
Q4 | $531K | Sell |
1,463
-50
| -3% | -$18.1K | 0.07% | 41 |
|
|
2024
Q3 | $592K | Buy |
1,513
+50
| +3% | +$19.6K | 0.07% | 39 |
|
|
2024
Q2 | $487K | Hold |
1,463
| – | – | 0.06% | 40 |
|
|
2024
Q1 | $536K | Hold |
1,463
| – | – | 0.12% | 33 |
|
|
2023
Q4 | $433K | Sell |
1,463
-4
| -0.3% | -$1.18K | 0.1% | 36 |
|
|
2023
Q3 | $400K | Sell |
1,467
-51
| -3% | -$13.9K | 0.1% | 36 |
|
|
2023
Q2 | $374K | Sell |
1,518
-660
| -30% | -$162K | 0.09% | 45 |
|
|
2023
Q1 | $483K | Hold |
2,178
| – | – | 0.13% | 31 |
|
|
2022
Q4 | $522K | Buy |
2,178
+425
| +24% | +$102K | 0.16% | 31 |
|
|
2022
Q3 | $315K | Hold |
1,753
| – | – | 0.25% | 29 |
|
|
2022
Q2 | $302K | Buy |
1,753
+184
| +12% | +$31.7K | 0.24% | 34 |
|
|
2022
Q1 | $350K | Sell |
1,569
-25
| -2% | -$5.58K | 1.01% | 26 |
|
|
2021
Q4 | $327K | Buy |
+1,594
| New | +$327K | 0.26% | 33 |
|