Glass Jacobson Investment Advisors’s Caterpillar CAT Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$136K	Sell
2025 Q1	$236K	Hold
2024 Q4	$236K	Hold
2024 Q3	$255K	Hold
2024 Q2	$217K	Hold
2024 Q1	$239K	Hold
2023 Q4	$192K	Sell
2023 Q3	$178K	Hold
2023 Q2	$161K	Buy
2022 Q4	$159K	Buy