Retirement Planning Group (Kansas)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
1,421
+15
| +1% | +$5.82K | 0.02% | 205 |
|
|
2025
Q1 | $464K | Sell |
1,406
-174
| -11% | -$57.4K | 0.02% | 200 |
|
|
2024
Q4 | $573K | Buy |
1,580
+347
| +28% | +$126K | 0.03% | 177 |
|
|
2024
Q3 | $482K | Buy |
1,233
+130
| +12% | +$50.9K | 0.03% | 183 |
|
|
2024
Q2 | $367K | Sell |
1,103
-278
| -20% | -$92.6K | 0.02% | 179 |
|
|
2024
Q1 | $506K | Hold |
1,381
| – | – | 0.04% | 140 |
|
|
2023
Q4 | $408K | Buy |
1,381
+389
| +39% | +$115K | 0.04% | 126 |
|
|
2023
Q3 | $271K | Hold |
992
| – | – | 0.03% | 132 |
|
|
2023
Q2 | $244K | Hold |
992
| – | – | 0.02% | 147 |
|
|
2023
Q1 | $227K | Hold |
992
| – | – | 0.02% | 134 |
|
|
2022
Q4 | $238K | Buy |
+992
| New | +$238K | 0.03% | 124 |
|
|
2022
Q2 | – | Sell |
-992
| Closed | -$221K | – | 120 |
|
|
2022
Q1 | $221K | Hold |
992
| – | – | 0.02% | 100 |
|
|
2021
Q4 | $205K | Buy |
+992
| New | +$205K | 0.02% | 107 |
|
|
2015
Q3 | – | Sell |
-2,739
| Closed | -$232K | – | 56 |
|
|
2015
Q2 | $232K | Sell |
2,739
-531
| -16% | -$45K | 0.09% | 55 |
|
|
2015
Q1 | $262K | Sell |
3,270
-944
| -22% | -$75.6K | 0.1% | 54 |
|
|
2014
Q4 | $386K | Buy |
4,214
+4
| +0.1% | +$366 | 0.12% | 49 |
|
|
2014
Q3 | $417K | Sell |
4,210
-204
| -5% | -$20.2K | 0.13% | 49 |
|
|
2014
Q2 | $480K | Buy |
4,414
+4
| +0.1% | +$435 | 0.15% | 50 |
|
|
2014
Q1 | $438K | Buy |
4,410
+4
| +0.1% | +$397 | 0.14% | 52 |
|
|
2013
Q4 | $400K | Sell |
4,406
-121
| -3% | -$11K | 0.14% | 53 |
|
|
2013
Q3 | $378K | Buy |
4,527
+6
| +0.1% | +$501 | 0.14% | 58 |
|
|
2013
Q2 | $373K | Buy |
+4,521
| New | +$373K | 0.15% | 58 |
|