JHCP
Jackson Hole Capital Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Hold |
1,983
| – | – | 0.14% | 122 |
|
|
2025
Q1 | $654K | Buy |
+1,983
| New | +$654K | 0.13% | 123 |
|
|
2020
Q2 | – | Sell |
-8,290
| Closed | -$962K | – | 167 |
|
|
2020
Q1 | $962K | Buy |
8,290
+1,601
| +24% | +$186K | 0.72% | 49 |
|
|
2019
Q4 | $988K | Hold |
6,689
| – | – | 0.54% | 57 |
|
|
2019
Q3 | $845K | Buy |
6,689
+905
| +16% | +$114K | 0.48% | 60 |
|
|
2019
Q2 | $788K | Buy |
5,784
+1,657
| +40% | +$226K | 0.49% | 57 |
|
|
2019
Q1 | $559K | Hold |
4,127
| – | – | 0.49% | 71 |
|
|
2018
Q4 | $524K | Buy |
+4,127
| New | +$524K | 0.55% | 65 |
|