Valtinson Bruner Financial Planning’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
635
-20
| -3% | -$7.76K | 0.08% | 130 |
|
|
2025
Q1 | $216K | Sell |
655
-25
| -4% | -$8.25K | 0.07% | 135 |
|
|
2024
Q4 | $247K | Buy |
680
+5
| +0.7% | +$1.81K | 0.09% | 127 |
|
|
2024
Q3 | $264K | Sell |
675
-2
| -0.3% | -$782 | 0.09% | 116 |
|
|
2024
Q2 | $225K | Buy |
677
+9
| +1% | +$3K | 0.09% | 114 |
|
|
2024
Q1 | $245K | Buy |
+668
| New | +$245K | 0.1% | 105 |
|