Glass Jacobson Investment 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 | $136K | Sell |
351
-300
| -46% | -$116K | 0.05% | 202 |
|
|
2025
Q1 | $236K | Hold |
651
| – | – | 0.08% | 217 |
|
|
2024
Q4 | $236K | Hold |
651
| – | – | 0.08% | 217 |
|
|
2024
Q3 | $255K | Hold |
651
| – | – | 0.08% | 204 |
|
|
2024
Q2 | $217K | Hold |
651
| – | – | 0.08% | 204 |
|
|
2024
Q1 | $239K | Hold |
651
| – | – | 0.09% | 196 |
|
|
2023
Q4 | $192K | Sell |
651
-2
| -0.3% | -$591 | 0.08% | 209 |
|
|
2023
Q3 | $178K | Hold |
653
| – | – | 0.08% | 211 |
|
|
2023
Q2 | $161K | Buy |
+653
| New | +$161K | 0.07% | 213 |
|
|
2022
Q4 | $159K | Buy |
+663
| New | +$159K | 0.08% | 211 |
|