Planning Center Inc’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
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|
2025
Q1 | $436K | Sell |
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|
2024
Q4 | $531K | Sell |
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|
2024
Q3 | $592K | Buy |
|
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|
2024
Q2 | $487K | Hold |
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|
2024
Q1 | $536K | Hold |
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|
2023
Q4 | $433K | Sell |
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|
2023
Q3 | $400K | Sell |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $483K | Hold |
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|
2022
Q4 | $522K | Buy |
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|
2022
Q3 | $315K | Hold |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $350K | Sell |
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|
2021
Q4 | $327K | Buy |
|