Jarislowsky, Fraser Ltd’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Hold |
705
| – | – | ﹤0.01% | 177 |
|
|
2025
Q1 | $233K | Hold |
705
| – | – | ﹤0.01% | 181 |
|
|
2024
Q4 | $256K | Hold |
705
| – | – | ﹤0.01% | 182 |
|
|
2024
Q3 | $276K | Hold |
705
| – | – | ﹤0.01% | 177 |
|
|
2024
Q2 | $235K | Sell |
705
-367
| -34% | -$122K | ﹤0.01% | 175 |
|
|
2024
Q1 | $393K | Sell |
1,072
-25
| -2% | -$9.16K | ﹤0.01% | 168 |
|
|
2023
Q4 | $324K | Hold |
1,097
| – | – | ﹤0.01% | 202 |
|
|
2023
Q3 | $299K | Hold |
1,097
| – | – | ﹤0.01% | 175 |
|
|
2023
Q2 | $270K | Hold |
1,097
| – | – | ﹤0.01% | 183 |
|
|
2023
Q1 | $251K | Hold |
1,097
| – | – | ﹤0.01% | 188 |
|
|
2022
Q4 | $263K | Buy |
+1,097
| New | +$263K | ﹤0.01% | 191 |
|
|
2021
Q1 | – | Sell |
-1,311
| Closed | -$238K | – | 222 |
|
|
2020
Q4 | $238K | Buy |
+1,311
| New | +$238K | ﹤0.01% | 208 |
|