JBR Co Financial 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 | $2.52M | Sell |
6,497
-1,115
| -15% | -$433K | 1.25% | 20 |
|
|
2025
Q1 | $2.51M | Hold |
7,612
| – | – | 1.47% | 17 |
|
|
2024
Q4 | $2.76M | Sell |
7,612
-10
| -0.1% | -$3.63K | 1.68% | 15 |
|
|
2024
Q3 | $2.98M | Hold |
7,622
| – | – | 1.95% | 13 |
|
|
2024
Q2 | $2.54M | Hold |
7,622
| – | – | 1.78% | 15 |
|
|
2024
Q1 | $2.79M | Hold |
7,622
| – | – | 2.23% | 11 |
|
|
2023
Q4 | $2.25M | Buy |
+7,622
| New | +$2.25M | 2.12% | 15 |
|