Jamison Private Wealth 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 | $13.1M | Buy |
33,847
+589
| +2% | +$229K | 1.89% | 12 |
|
|
2025
Q1 | $11M | Sell |
33,258
-15
| -0% | -$4.95K | 1.67% | 17 |
|
|
2024
Q4 | $12.1M | Buy |
33,273
+237
| +0.7% | +$86K | 1.78% | 13 |
|
|
2024
Q3 | $12.9M | Buy |
33,036
+918
| +3% | +$359K | 1.97% | 10 |
|
|
2024
Q2 | $10.7M | Sell |
32,118
-958
| -3% | -$319K | 1.78% | 13 |
|
|
2024
Q1 | $12.1M | Sell |
33,076
-7
| -0% | -$2.57K | 2.05% | 10 |
|
|
2023
Q4 | $9.78M | Sell |
33,083
-314
| -0.9% | -$92.8K | 1.83% | 9 |
|
|
2023
Q3 | $9.12M | Buy |
+33,397
| New | +$9.12M | 1.89% | 9 |
|