Retirement Planning Company of New England’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 | $908K | Buy |
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|
2025
Q1 | $770K | Buy |
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|
2024
Q4 | $840K | Sell |
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|
2024
Q3 | $928K | Buy |
|
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|
2024
Q2 | $740K | Sell |
|
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|
2024
Q1 | $854K | Sell |
|
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|
2023
Q4 | $1.99M | Buy |
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|
2023
Q3 | $1.75M | Buy |
|
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|
2023
Q2 | $828K | Sell |
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|
2023
Q1 | $771K | Sell |
|
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|
2022
Q4 | $810K | Buy |
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|
2022
Q3 | $553K | Buy |
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|
2022
Q2 | $597K | Sell |
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|
2022
Q1 | $768K | Buy |
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|
2021
Q4 | $672K | Buy |
|