WealthPLAN Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $788K | Buy |
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|
2025
Q2 | $428K | Sell |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $462K | Buy |
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|
2024
Q3 | $453K | Sell |
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|
2024
Q2 | $2.13M | Hold |
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|
2024
Q1 | $2.35M | Sell |
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|
2023
Q4 | $1.89M | Buy |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q1 | $1.61M | Buy |
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|
2021
Q4 | $1.53M | Sell |
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|
2021
Q3 | $1.63M | Buy |
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|
2021
Q2 | $1.69M | Sell |
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|
2021
Q1 | $1.78M | Sell |
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|
2020
Q4 | $1.78M | Buy |
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|
2020
Q3 | $1.52M | Buy |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $708K | Buy |
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|
2019
Q4 | $236K | Buy |
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|
2019
Q3 | $225K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $200K | Sell |
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|
2018
Q2 | $303K | Buy |
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|
2018
Q1 | $293K | Sell |
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|
2017
Q4 | $320K | Buy |
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|
2017
Q3 | $233K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $13.6K | Buy |
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|
2016
Q3 | $157K | Sell |
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|
2016
Q2 | $182K | Buy |
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|
2015
Q4 | $120K | Buy |
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|
2015
Q2 | $96K | Buy |
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|
2015
Q1 | $73K | Buy |
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