Spartan Planning & Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
+892
| New | +$346K | 0.3% | 58 |
|
|
2023
Q4 | $203K | Sell |
686
-94
| -12% | -$27.8K | 0.22% | 55 |
|
|
2023
Q3 | $213K | Buy |
+780
| New | +$213K | 0.25% | 58 |
|
|
2022
Q4 | $219K | Buy |
915
+913
| +45,650% | +$219K | 0.27% | 57 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 78 |
|
|
2022
Q2 | $0 | Sell |
2
-1,241
| -100% | – | ﹤0.01% | 99 |
|
|
2022
Q1 | $277K | Buy |
+1,243
| New | +$277K | 0.35% | 39 |
|