JB Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
1,380
+463
| +50% | +$180K | 0.03% | 160 |
|
|
2025
Q1 | $303K | Sell |
917
-5
| -0.5% | -$1.65K | 0.02% | 183 |
|
|
2024
Q4 | $335K | Sell |
922
-85
| -8% | -$30.8K | 0.02% | 175 |
|
|
2024
Q3 | $394K | Buy |
1,007
+1
| +0.1% | +$391 | 0.02% | 167 |
|
|
2024
Q2 | $335K | Sell |
1,006
-138
| -12% | -$45.9K | 0.02% | 177 |
|
|
2024
Q1 | $419K | Buy |
1,144
+2
| +0.2% | +$733 | 0.03% | 152 |
|
|
2023
Q4 | $338K | Buy |
1,142
+102
| +10% | +$30.2K | 0.02% | 161 |
|
|
2023
Q3 | $284K | Buy |
1,040
+2
| +0.2% | +$546 | 0.02% | 149 |
|
|
2023
Q2 | $255K | Buy |
1,038
+2
| +0.2% | +$492 | 0.02% | 148 |
|
|
2023
Q1 | $237K | Sell |
1,036
-7
| -0.7% | -$1.6K | 0.02% | 151 |
|
|
2022
Q4 | $250K | Buy |
+1,043
| New | +$250K | 0.02% | 153 |
|
|
2022
Q2 | – | Sell |
-929
| Closed | -$207K | – | 231 |
|
|
2022
Q1 | $207K | Buy |
+929
| New | +$207K | 0.02% | 232 |
|