JJBC
James J. Burns & Company’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
935
+24
| +3% | +$9.32K | 0.06% | 103 |
|
|
2025
Q1 | $300K | Hold |
911
| – | – | 0.05% | 114 |
|
|
2024
Q4 | $331K | Buy |
911
+1
| +0.1% | +$363 | 0.06% | 104 |
|
|
2024
Q3 | $356K | Buy |
910
+220
| +32% | +$86.1K | 0.06% | 96 |
|
|
2024
Q2 | $230K | Buy |
+690
| New | +$230K | 0.05% | 118 |
|