Vertex Planning Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
1,564
+11
| +0.7% | +$4.27K | 0.13% | 93 |
|
|
2025
Q1 | $512K | Sell |
1,553
-20
| -1% | -$6.6K | 0.11% | 102 |
|
|
2024
Q4 | $571K | Buy |
1,573
+16
| +1% | +$5.8K | 0.13% | 95 |
|
|
2024
Q3 | $609K | Buy |
1,557
+1
| +0.1% | +$391 | 0.15% | 76 |
|
|
2024
Q2 | $518K | Buy |
1,556
+11
| +0.7% | +$3.66K | 0.13% | 84 |
|
|
2024
Q1 | $566K | Sell |
1,545
-20
| -1% | -$7.33K | 0.16% | 78 |
|
|
2023
Q4 | $463K | Sell |
1,565
-72
| -4% | -$21.3K | 0.14% | 87 |
|
|
2023
Q3 | $447K | Buy |
1,637
+7
| +0.4% | +$1.91K | 0.15% | 72 |
|
|
2023
Q2 | $401K | Buy |
+1,630
| New | +$401K | 0.14% | 79 |
|