Jag 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 | $419K | Buy |
1,079
+297
| +38% | +$115K | 0.05% | 86 |
|
|
2025
Q1 | $258K | Sell |
782
-52
| -6% | -$17.1K | 0.03% | 103 |
|
|
2024
Q4 | $303K | Buy |
834
+57
| +7% | +$20.7K | 0.04% | 89 |
|
|
2024
Q3 | $304K | Buy |
777
+3
| +0.4% | +$1.17K | 0.04% | 97 |
|
|
2024
Q2 | $258K | Buy |
774
+2
| +0.3% | +$666 | 0.04% | 107 |
|
|
2024
Q1 | $283K | Sell |
772
-66
| -8% | -$24.2K | 0.04% | 109 |
|
|
2023
Q4 | $248K | Sell |
838
-8,867
| -91% | -$2.62M | 0.04% | 112 |
|
|
2023
Q3 | $2.65M | Sell |
9,705
-46
| -0.5% | -$12.6K | 0.32% | 55 |
|
|
2023
Q2 | $2.4M | Buy |
9,751
+669
| +7% | +$165K | 0.28% | 65 |
|
|
2023
Q1 | $2.08M | Buy |
9,082
+105
| +1% | +$24K | 0.27% | 72 |
|
|
2022
Q4 | $2.15M | Buy |
8,977
+7,640
| +571% | +$1.83M | 0.31% | 70 |
|
|
2022
Q3 | $219K | Sell |
1,337
-50
| -4% | -$8.19K | 0.03% | 165 |
|
|
2022
Q2 | $248K | Buy |
1,387
+387
| +39% | +$69.2K | 0.03% | 167 |
|
|
2022
Q1 | $232K | Sell |
1,000
-558
| -36% | -$129K | 0.02% | 194 |
|
|
2021
Q4 | $322K | Hold |
1,558
| – | – | 0.02% | 176 |
|
|
2021
Q3 | $299K | Sell |
1,558
-448
| -22% | -$86K | 0.02% | 189 |
|
|
2021
Q2 | $437K | Buy |
2,006
+1,006
| +101% | +$219K | 0.03% | 174 |
|
|
2021
Q1 | $232K | Buy |
+1,000
| New | +$232K | 0.02% | 206 |
|
|
2013
Q3 | – | Sell |
-24,035
| Closed | -$1.98M | – | 77 |
|
|
2013
Q2 | $1.98M | Buy |
+24,035
| New | +$1.98M | 0.48% | 42 |
|