Sterling Financial Planning’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $213K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $329K | Hold |
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|
2024
Q2 | $280K | Hold |
|
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|
2024
Q1 | $308K | Hold |
|
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|
2023
Q4 | $249K | Sell |
|
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|
2023
Q3 | $259K | Hold |
|
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|
2023
Q2 | $234K | Hold |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $228K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $212K | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $182K | Sell |
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|
2021
Q2 | $222K | Hold |
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|
2021
Q1 | $237K | Sell |
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|
2020
Q4 | $223K | Buy |
|