Retirement Planning Group (Kansas)’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 | $1.06M | Buy |
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|
2025
Q2 | $551K | Buy |
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|
2025
Q1 | $464K | Sell |
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|
2024
Q4 | $573K | Buy |
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|
2024
Q3 | $482K | Buy |
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|
2024
Q2 | $367K | Sell |
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|
2024
Q1 | $506K | Hold |
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $244K | Hold |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Hold |
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|
2021
Q4 | $205K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $232K | Sell |
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|
2015
Q1 | $262K | Sell |
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|
2014
Q4 | $386K | Buy |
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|
2014
Q3 | $417K | Sell |
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|
2014
Q2 | $480K | Buy |
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|
2014
Q1 | $438K | Buy |
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|
2013
Q4 | $400K | Sell |
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|
2013
Q3 | $378K | Buy |
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|
2013
Q2 | $373K | Buy |
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