J2 Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Buy |
1,890
+667
| +55% | +$259K | 0.58% | 30 |
|
|
2025
Q1 | $403K | Sell |
1,223
-354
| -22% | -$117K | 0.37% | 55 |
|
|
2024
Q4 | $572K | Buy |
+1,577
| New | +$572K | 0.54% | 40 |
|
|
2022
Q2 | – | Sell |
-1,321
| Closed | -$294K | – | 95 |
|
|
2022
Q1 | $294K | Buy |
1,321
+29
| +2% | +$6.45K | 0.32% | 72 |
|
|
2021
Q4 | $267K | Buy |
+1,292
| New | +$267K | 0.25% | 90 |
|