GJWM
Gilliland Jeter Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.98M | Buy |
12,819
+40
| +0.3% | +$15.5K | 1.62% | 11 |
|
|
2025
Q1 | $4.21M | Sell |
12,779
-375
| -3% | -$124K | 1.49% | 12 |
|
|
2024
Q4 | $4.77M | Sell |
13,154
-6
| -0% | -$2.18K | 1.61% | 11 |
|
|
2024
Q3 | $5.15M | Sell |
13,160
-203
| -2% | -$79.4K | 1.66% | 11 |
|
|
2024
Q2 | $4.45M | Buy |
13,363
+18
| +0.1% | +$6K | 1.5% | 12 |
|
|
2024
Q1 | $4.89M | Sell |
13,345
-129
| -1% | -$47.3K | 1.7% | 12 |
|
|
2023
Q4 | $3.98M | Buy |
+13,474
| New | +$3.98M | 1.65% | 11 |
|