JMFC
J.M. Forbes & Co’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Sell |
1,277
-314
| -20% | -$122K | 0.05% | 101 |
|
|
2025
Q1 | $525K | Sell |
1,591
-110
| -6% | -$36.3K | 0.05% | 98 |
|
|
2024
Q4 | $617K | Buy |
1,701
+394
| +30% | +$143K | 0.06% | 92 |
|
|
2024
Q3 | $511K | Hold |
1,307
| – | – | 0.05% | 97 |
|
|
2024
Q2 | $435K | Hold |
1,307
| – | – | 0.04% | 101 |
|
|
2024
Q1 | $479K | Hold |
1,307
| – | – | 0.05% | 98 |
|
|
2023
Q4 | $386K | Hold |
1,307
| – | – | 0.04% | 103 |
|
|
2023
Q3 | $357K | Buy |
+1,307
| New | +$357K | 0.05% | 105 |
|