WealthPLAN 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 | $428K | Sell |
1,102
-2
| -0.2% | -$777 | 0.07% | 178 |
|
|
2025
Q1 | $364K | Sell |
1,104
-170
| -13% | -$56K | 0.05% | 197 |
|
|
2024
Q4 | $462K | Buy |
1,274
+115
| +10% | +$41.7K | 0.07% | 175 |
|
|
2024
Q3 | $453K | Sell |
1,159
-5,244
| -82% | -$2.05M | 0.06% | 185 |
|
|
2024
Q2 | $2.13M | Hold |
6,403
| – | – | 0.23% | 105 |
|
|
2024
Q1 | $2.35M | Sell |
6,403
-1
| -0% | -$366 | 0.24% | 104 |
|
|
2023
Q4 | $1.89M | Buy |
6,404
+27
| +0.4% | +$7.98K | 0.19% | 118 |
|
|
2023
Q3 | $1.74M | Buy |
6,377
+184
| +3% | +$50.2K | 0.2% | 113 |
|
|
2023
Q2 | $1.52M | Sell |
6,193
-426
| -6% | -$105K | 0.22% | 110 |
|
|
2023
Q1 | $1.51M | Sell |
6,619
-1,211
| -15% | -$277K | 0.17% | 116 |
|
|
2022
Q4 | $1.91M | Buy |
+7,830
| New | +$1.91M | 0.13% | 123 |
|
|
2022
Q1 | $1.61M | Buy |
7,665
+68
| +0.9% | +$14.3K | 0.11% | 129 |
|
|
2021
Q4 | $1.53M | Sell |
7,597
-394
| -5% | -$79.4K | 0.1% | 141 |
|
|
2021
Q3 | $1.63M | Buy |
7,991
+391
| +5% | +$80K | 0.11% | 132 |
|
|
2021
Q2 | $1.69M | Sell |
7,600
-16
| -0.2% | -$3.55K | 0.12% | 118 |
|
|
2021
Q1 | $1.78M | Sell |
7,616
-1,666
| -18% | -$389K | 0.14% | 111 |
|
|
2020
Q4 | $1.78M | Buy |
9,282
+266
| +3% | +$51K | 0.15% | 103 |
|
|
2020
Q3 | $1.52M | Buy |
9,016
+4
| +0% | +$676 | 0.15% | 102 |
|
|
2020
Q2 | $1.27M | Buy |
9,012
+2,342
| +35% | +$329K | 0.13% | 103 |
|
|
2020
Q1 | $708K | Buy |
6,670
+4,980
| +295% | +$529K | 0.09% | 126 |
|
|
2019
Q4 | $236K | Buy |
1,690
+132
| +8% | +$18.4K | 0.03% | 222 |
|
|
2019
Q3 | $225K | Buy |
+1,558
| New | +$225K | 0.03% | 217 |
|
|
2018
Q4 | – | Sell |
-1,640
| Closed | -$200K | – | 257 |
|
|
2018
Q3 | $200K | Sell |
1,640
-591
| -26% | -$72.1K | 0.04% | 239 |
|
|
2018
Q2 | $303K | Buy |
2,231
+238
| +12% | +$32.3K | 0.06% | 188 |
|
|
2018
Q1 | $293K | Sell |
1,993
-35
| -2% | -$5.15K | 0.06% | 214 |
|
|
2017
Q4 | $320K | Buy |
2,028
+163
| +9% | +$25.7K | 0.09% | 152 |
|
|
2017
Q3 | $233K | Buy |
+1,865
| New | +$233K | 0.07% | 166 |
|
|
2017
Q2 | – | Sell |
-144
| Closed | -$13.6K | – | 212 |
|
|
2017
Q1 | $13.6K | Buy |
+144
| New | +$13.6K | 0.05% | 228 |
|
|
2016
Q3 | $157K | Sell |
1,791
-1,870
| -51% | -$164K | 0.05% | 174 |
|
|
2016
Q2 | $182K | Buy |
+3,661
| New | +$182K | 0.02% | 409 |
|
|
2015
Q4 | $120K | Buy |
+3,656
| New | +$120K | 0.02% | 370 |
|
|
2015
Q2 | $96K | Buy |
1,136
+219
| +24% | +$18.5K | 0.04% | 128 |
|
|
2015
Q1 | $73K | Buy |
+917
| New | +$73K | 0.03% | 203 |
|