Jackson Square Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Sell |
11,297
-64
| -0.6% | -$24.8K | 0.97% | 33 |
|
|
2025
Q1 | $3.75M | Sell |
11,361
-5,528
| -33% | -$1.82M | 1.22% | 23 |
|
|
2024
Q4 | $6.13M | Buy |
16,889
+308
| +2% | +$112K | 1.48% | 17 |
|
|
2024
Q3 | $6.49M | Buy |
16,581
+4,182
| +34% | +$1.64M | 1.61% | 17 |
|
|
2024
Q2 | $4.13M | Sell |
12,399
-381
| -3% | -$127K | 1.02% | 31 |
|
|
2024
Q1 | $4.68M | Buy |
12,780
+188
| +1% | +$68.9K | 1.21% | 25 |
|
|
2023
Q4 | $3.72M | Sell |
12,592
-7,356
| -37% | -$2.17M | 1.2% | 23 |
|
|
2023
Q3 | $5.45M | Buy |
19,948
+3,128
| +19% | +$854K | 2.19% | 14 |
|
|
2023
Q2 | $4.14M | Buy |
16,820
+14,099
| +518% | +$3.47M | 1.66% | 23 |
|
|
2023
Q1 | $623K | Sell |
2,721
-681
| -20% | -$156K | 0.28% | 71 |
|
|
2022
Q4 | $815K | Sell |
3,402
-97
| -3% | -$23.2K | 0.38% | 62 |
|
|
2022
Q3 | $574K | Sell |
3,499
-1,168
| -25% | -$192K | 0.28% | 73 |
|
|
2022
Q2 | $834K | Buy |
4,667
+50
| +1% | +$8.94K | 0.35% | 64 |
|
|
2022
Q1 | $1.03M | Sell |
4,617
-35
| -0.8% | -$7.8K | 0.32% | 74 |
|
|
2021
Q4 | $962K | Sell |
4,652
-142
| -3% | -$29.4K | 0.28% | 83 |
|
|
2021
Q3 | $920K | Sell |
4,794
-667
| -12% | -$128K | 0.3% | 74 |
|
|
2021
Q2 | $1.19M | Sell |
5,461
-73
| -1% | -$15.9K | 0.38% | 71 |
|
|
2021
Q1 | $1.28M | Buy |
5,534
+1,284
| +30% | +$298K | 0.49% | 60 |
|
|
2020
Q4 | $774K | Sell |
4,250
-27
| -0.6% | -$4.92K | 0.3% | 66 |
|
|
2020
Q3 | $638K | Buy |
4,277
+199
| +5% | +$29.7K | 0.28% | 61 |
|
|
2020
Q2 | $516K | Buy |
4,078
+3,756
| +1,166% | +$475K | 0.26% | 70 |
|
|
2020
Q1 | $37K | Sell |
322
-5,901
| -95% | -$678K | 0.03% | 135 |
|
|
2019
Q4 | $919K | Buy |
+6,223
| New | +$919K | 0.53% | 58 |
|