JIP
Jaffetilchin Investment Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Sell |
7,830
-2,886
| -27% | -$1.12M | 0.2% | 85 |
|
|
2025
Q1 | $3.53M | Buy |
10,716
+584
| +6% | +$193K | 0.26% | 66 |
|
|
2024
Q4 | $3.68M | Buy |
10,132
+701
| +7% | +$254K | 0.27% | 62 |
|
|
2024
Q3 | $3.69M | Buy |
9,431
+598
| +7% | +$234K | 0.28% | 58 |
|
|
2024
Q2 | $2.94M | Buy |
8,833
+227
| +3% | +$75.6K | 0.25% | 66 |
|
|
2024
Q1 | $3.15M | Buy |
8,606
+2,815
| +49% | +$1.03M | 0.28% | 63 |
|
|
2023
Q4 | $1.71M | Sell |
5,791
-196
| -3% | -$58K | 0.17% | 91 |
|
|
2023
Q3 | $1.63M | Sell |
5,987
-43
| -0.7% | -$11.7K | 0.18% | 82 |
|
|
2023
Q2 | $1.48M | Sell |
6,030
-18
| -0.3% | -$4.43K | 0.16% | 91 |
|
|
2023
Q1 | $1.38M | Sell |
6,048
-16
| -0.3% | -$3.66K | 0.16% | 106 |
|
|
2022
Q4 | $1.45M | Sell |
6,064
-58
| -0.9% | -$13.9K | 0.18% | 97 |
|
|
2022
Q3 | $1M | Sell |
6,122
-401
| -6% | -$65.8K | 0.13% | 104 |
|
|
2022
Q2 | $1.17M | Sell |
6,523
-68
| -1% | -$12.2K | 0.14% | 105 |
|
|
2022
Q1 | $1.34M | Buy |
6,591
+303
| +5% | +$61.5K | 0.16% | 91 |
|
|
2021
Q4 | $1.3M | Buy |
6,288
+269
| +4% | +$55.6K | 0.12% | 115 |
|
|
2021
Q3 | $1.16M | Sell |
6,019
-187
| -3% | -$35.9K | 0.12% | 115 |
|
|
2021
Q2 | $1.35M | Sell |
6,206
-2,902
| -32% | -$632K | 0.09% | 148 |
|
|
2021
Q1 | $2.11M | Buy |
9,108
+6,018
| +195% | +$1.4M | 0.25% | 74 |
|
|
2020
Q4 | $562K | Buy |
3,090
+436
| +16% | +$79.3K | 0.08% | 156 |
|
|
2020
Q3 | $396K | Buy |
2,654
+277
| +12% | +$41.3K | 0.07% | 159 |
|
|
2020
Q2 | $301K | Buy |
+2,377
| New | +$301K | 0.07% | 167 |
|
|
2019
Q3 | – | Sell |
-5,140
| Closed | -$701K | – | 222 |
|
|
2019
Q2 | $701K | Buy |
5,140
+544
| +12% | +$74.2K | 0.16% | 95 |
|
|
2019
Q1 | $623K | Buy |
4,596
+85
| +2% | +$11.5K | 0.14% | 125 |
|
|
2018
Q4 | $573K | Buy |
+4,511
| New | +$573K | 0.14% | 104 |
|
|
2018
Q2 | – | Sell |
-1,746
| Closed | -$257K | – | 301 |
|
|
2018
Q1 | $257K | Buy |
+1,746
| New | +$257K | 0.06% | 273 |
|