Plante Moran Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $466K | Hold |
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|
2025
Q2 | $379K | Sell |
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|
2025
Q1 | $326K | Buy |
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|
2024
Q4 | $354K | Sell |
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|
2024
Q3 | $383K | Sell |
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|
2024
Q2 | $353K | Buy |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $342K | Buy |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $212K | Buy |
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|
2022
Q4 | $210K | Sell |
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|
2022
Q3 | $160K | Buy |
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|
2022
Q2 | $16K | Buy |
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|
2022
Q1 | $18K | Sell |
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|
2021
Q4 | $38K | Sell |
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|
2021
Q3 | $186K | Buy |
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|
2021
Q2 | $62K | Buy |
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|
2021
Q1 | $13K | Sell |
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|
2020
Q4 | $117K | Buy |
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|
2020
Q3 | $9K | Sell |
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|
2020
Q2 | $23K | Sell |
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|
2020
Q1 | $164K | Buy |
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|
2019
Q4 | $156K | Sell |
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|
2019
Q3 | $162K | Sell |
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|
2019
Q2 | $201K | Sell |
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|
2019
Q1 | $229K | Sell |
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|
2018
Q4 | $215K | Buy |
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|
2018
Q3 | $174K | Sell |
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|
2018
Q2 | $175K | Sell |
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|
2018
Q1 | $281K | Buy |
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|
2017
Q4 | $195K | Buy |
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|
2017
Q3 | $130K | Sell |
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|
2017
Q2 | $779K | Buy |
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|
2017
Q1 | $655K | Sell |
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|
2016
Q4 | $668K | Buy |
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|
2016
Q3 | $100K | Buy |
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|
2016
Q2 | $48K | Sell |
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|
2016
Q1 | $58K | Sell |
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|
2015
Q4 | $57K | Sell |
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|
2015
Q3 | $80K | Sell |
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|
2015
Q2 | $105K | Buy |
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|
2015
Q1 | $72K | Sell |
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|
2014
Q4 | $94K | Buy |
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|
2014
Q3 | $65K | Sell |
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|
2014
Q2 | $130K | Buy |
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|
2014
Q1 | $61K | Sell |
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|
2013
Q4 | $103K | Buy |
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|
2013
Q3 | $53K | Sell |
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|
2013
Q2 | $69K | Buy |
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