JWM
Janiczek Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $101K | Sell |
302
-32
| -10% | -$10.7K | 0.02% | 275 |
|
|
2024
Q1 | $122K | Buy |
334
+5
| +2% | +$1.83K | 0.03% | 258 |
|
|
2023
Q4 | $97.3K | Buy |
329
+39
| +13% | +$11.5K | 0.02% | 270 |
|
|
2023
Q3 | $79.2K | Buy |
290
+15
| +5% | +$4.1K | 0.02% | 291 |
|
|
2023
Q2 | $67.7K | Hold |
275
| – | – | 0.02% | 281 |
|
|
2023
Q1 | $61.5K | Sell |
275
-25
| -8% | -$5.59K | 0.02% | 287 |
|
|
2022
Q4 | $76.5K | Hold |
300
| – | – | 0.02% | 255 |
|
|
2022
Q3 | $54K | Hold |
300
| – | – | 0.02% | 291 |
|
|
2022
Q2 | $60K | Hold |
300
| – | – | 0.02% | 279 |
|
|
2022
Q1 | $67K | Sell |
300
-40
| -12% | -$8.93K | 0.02% | 261 |
|
|
2021
Q4 | $70K | Buy |
340
+40
| +13% | +$8.24K | 0.02% | 247 |
|
|
2021
Q3 | $58K | Buy |
300
+1
| +0.3% | +$193 | 0.02% | 259 |
|
|
2021
Q2 | $65K | Hold |
299
| – | – | 0.02% | 207 |
|
|
2021
Q1 | $69K | Hold |
299
| – | – | 0.03% | 186 |
|
|
2020
Q4 | $54K | Buy |
299
+50
| +20% | +$9.03K | 0.03% | 190 |
|
|
2020
Q3 | $37K | Buy |
249
+149
| +149% | +$22.1K | 0.02% | 114 |
|
|
2020
Q2 | $13K | Hold |
100
| – | – | 0.01% | 135 |
|
|
2020
Q1 | $12K | Hold |
100
| – | – | 0.01% | 98 |
|
|
2019
Q4 | $15K | Hold |
100
| – | – | 0.01% | 101 |
|
|
2019
Q3 | $13K | Hold |
100
| – | – | 0.01% | 105 |
|
|
2019
Q2 | $14K | Hold |
100
| – | – | 0.01% | 126 |
|
|
2019
Q1 | $14K | Buy |
+100
| New | +$14K | 0.01% | 105 |
|