Platform Technology Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.79M | Buy |
2,527
+278
| +12% | +$193K | 0.35% | 70 |
|
|
2025
Q4 | $1.29M | Sell |
2,249
-60
| -3% | -$33.3K | 0.27% | 85 |
|
|
2025
Q3 | $1.1M | Buy |
2,309
+8
| +0.3% | +$3.42K | 0.26% | 88 |
|
|
2025
Q2 | $893K | Hold |
2,301
| – | – | 0.23% | 107 |
|
|
2025
Q1 | $759K | Buy |
2,301
+9
| +0.4% | +$3.21K | 0.22% | 107 |
|
|
2024
Q4 | $832K | Hold |
2,292
| – | – | 0.25% | 94 |
|
|
2024
Q3 | $896K | Sell |
2,292
-100
| -4% | -$34.5K | 0.28% | 88 |
|
|
2024
Q2 | $797K | Buy |
+2,392
| New | +$829K | 0.27% | 85 |
|
|
2023
Q4 | $625K | Sell |
1,942
-281
| -13% | -$72.9K | 0.24% | 96 |
|
|
2023
Q3 | $607K | Sell |
2,223
-37
| -2% | -$10K | 0.28% | 88 |
|
|
2023
Q2 | $571K | Buy |
2,260
+2
| +0.1% | +$446 | 0.27% | 92 |
|
|
2023
Q1 | $517K | Sell |
2,258
-248
| -10% | -$60K | 0.26% | 95 |
|
|
2022
Q4 | $600K | Sell |
2,506
-36
| -1% | -$7.84K | 0.31% | 87 |
|
|
2022
Q3 | $417K | Sell |
2,542
-236
| -8% | -$43.1K | 0.24% | 108 |
|
|
2022
Q2 | $497K | Buy |
2,778
+109
| +4% | +$23K | 0.27% | 98 |
|
|
2022
Q1 | $595K | Buy |
2,669
+229
| +9% | +$48K | 0.29% | 94 |
|
|
2021
Q4 | $504K | Buy |
2,440
+183
| +8% | +$36.8K | 0.22% | 115 |
|
|
2021
Q3 | $433K | Buy |
2,257
+35
| +2% | +$7.29K | 0.2% | 135 |
|
|
2021
Q2 | $484K | Buy |
+2,222
| New | +$513K | 0.2% | 132 |
|
|
2020
Q4 | $376K | Buy |
2,068
+160
| +8% | +$27.1K | 0.18% | 132 |
|
|
2020
Q3 | $285K | Buy |
1,908
+45
| +2% | +$6.32K | 0.17% | 136 |
|
|
2020
Q2 | $236K | Sell |
1,863
-72
| -4% | -$8.54K | 0.17% | 150 |
|
|
2020
Q1 | $225K | Buy |
1,935
+496
| +34% | +$63.4K | 0.2% | 136 |
|
|
2019
Q4 | $213K | Buy |
+1,439
| New | +$201K | 0.16% | 152 |
|
Other funds holding CAT
VCM
VPM
