Retirement Planning Company of New England’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908K | Buy |
2,338
+3
| +0.1% | +$1.17K | 0.4% | 66 |
|
|
2025
Q1 | $770K | Buy |
2,335
+21
| +0.9% | +$6.93K | 0.38% | 79 |
|
|
2024
Q4 | $840K | Sell |
2,314
-59
| -2% | -$21.4K | 0.41% | 67 |
|
|
2024
Q3 | $928K | Buy |
2,373
+152
| +7% | +$59.5K | 0.46% | 60 |
|
|
2024
Q2 | $740K | Sell |
2,221
-109
| -5% | -$36.3K | 0.4% | 70 |
|
|
2024
Q1 | $854K | Sell |
2,330
-4,413
| -65% | -$1.62M | 0.47% | 67 |
|
|
2023
Q4 | $1.99M | Buy |
6,743
+324
| +5% | +$95.8K | 0.9% | 28 |
|
|
2023
Q3 | $1.75M | Buy |
6,419
+3,054
| +91% | +$834K | 0.98% | 25 |
|
|
2023
Q2 | $828K | Sell |
3,365
-3
| -0.1% | -$738 | 0.48% | 68 |
|
|
2023
Q1 | $771K | Sell |
3,368
-14
| -0.4% | -$3.2K | 0.47% | 71 |
|
|
2022
Q4 | $810K | Buy |
3,382
+10
| +0.3% | +$2.4K | 0.53% | 63 |
|
|
2022
Q3 | $553K | Buy |
3,372
+30
| +0.9% | +$4.92K | 0.4% | 82 |
|
|
2022
Q2 | $597K | Sell |
3,342
-108
| -3% | -$19.3K | 0.41% | 80 |
|
|
2022
Q1 | $768K | Buy |
3,450
+197
| +6% | +$43.9K | 0.43% | 72 |
|
|
2021
Q4 | $672K | Buy |
+3,253
| New | +$672K | 0.33% | 84 |
|