WealthPlan Investment 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 | $2.33M | Sell |
5,992
-108
| -2% | -$41.9K | 0.17% | 116 |
|
|
2025
Q1 | $2.01M | Hold |
6,100
| – | – | 0.2% | 99 |
|
|
2024
Q4 | $2.21M | Sell |
6,100
-41
| -0.7% | -$14.9K | 0.22% | 97 |
|
|
2024
Q3 | $2.4M | Buy |
6,141
+5,251
| +590% | +$2.05M | 0.24% | 94 |
|
|
2024
Q2 | $297K | Sell |
890
-116
| -12% | -$38.7K | 0.04% | 151 |
|
|
2024
Q1 | $369K | Buy |
1,006
+116
| +13% | +$42.5K | 0.06% | 139 |
|
|
2023
Q4 | $263K | Hold |
890
| – | – | 0.04% | 162 |
|
|
2023
Q3 | $243K | Buy |
890
+300
| +51% | +$81.9K | 0.04% | 157 |
|
|
2023
Q2 | $145K | Sell |
590
-300
| -34% | -$73.8K | 0.04% | 139 |
|
|
2023
Q1 | $204K | Sell |
890
-6,940
| -89% | -$1.59M | 0.04% | 159 |
|
|
2022
Q4 | $1.94M | Buy |
7,830
+633
| +9% | +$157K | 0.14% | 123 |
|
|
2022
Q3 | $1.65M | Buy |
+7,197
| New | +$1.65M | 0.12% | 128 |
|
|
2022
Q1 | $1.61M | Buy |
+7,665
| New | +$1.61M | 0.11% | 129 |
|