DHJJ Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Hold |
4,914
| – | – | 0.69% | 27 |
|
|
2025
Q1 | $1.62M | Buy |
4,914
+1
| +0% | +$330 | 0.65% | 29 |
|
|
2024
Q4 | $1.78M | Hold |
4,913
| – | – | 0.69% | 27 |
|
|
2024
Q3 | $1.92M | Sell |
4,913
-106
| -2% | -$41.5K | 0.76% | 26 |
|
|
2024
Q2 | $1.67M | Buy |
5,019
+8
| +0.2% | +$2.67K | 0.71% | 27 |
|
|
2024
Q1 | $1.84M | Hold |
5,011
| – | – | 0.81% | 23 |
|
|
2023
Q4 | $1.48M | Hold |
5,011
| – | – | 0.69% | 29 |
|
|
2023
Q3 | $1.37M | Sell |
5,011
-601
| -11% | -$164K | 0.69% | 32 |
|
|
2023
Q2 | $1.38M | Sell |
5,612
-42
| -0.7% | -$10.3K | 0.72% | 33 |
|
|
2023
Q1 | $1.29M | Sell |
5,654
-1,960
| -26% | -$449K | 0.7% | 35 |
|
|
2022
Q4 | $1.82M | Sell |
7,614
-830
| -10% | -$199K | 1.05% | 22 |
|
|
2022
Q3 | $1.39M | Hold |
8,444
| – | – | 0.81% | 32 |
|
|
2022
Q2 | $1.51M | Hold |
8,444
| – | – | 0.84% | 30 |
|
|
2022
Q1 | $1.86M | Hold |
8,444
| – | – | 0.89% | 29 |
|
|
2021
Q4 | $1.75M | Buy |
8,444
+120
| +1% | +$24.8K | 0.82% | 28 |
|
|
2021
Q3 | $1.6M | Hold |
8,324
| – | – | 0.83% | 30 |
|
|
2021
Q2 | $1.81M | Sell |
8,324
-4
| -0% | -$871 | 0.96% | 24 |
|
|
2021
Q1 | $1.93M | Hold |
8,328
| – | – | 1.12% | 21 |
|
|
2020
Q4 | $1.52M | Buy |
+8,328
| New | +$1.52M | 0.95% | 24 |
|