JBR Co Financial Management’s Caterpillar CAT Stock Holding History

JBR Co Financial Management’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.02M	Sell
2025 Q2	$2.52M	Sell
2025 Q1	$2.51M	Hold
2024 Q4	$2.76M	Sell
2024 Q3	$2.98M	Hold
2024 Q2	$2.54M	Hold
2024 Q1	$2.79M	Hold
2023 Q4	$2.25M	Buy